Be advised. This firm is no longer registered.

Storey & Associates

Storey & Associates (CRD# 150673) is a financial advisory firm headquartered in North Canton, OH. They manage $259,503,669 in 726 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $357,443
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, OH, TX

Financial Advisors at Storey & Associates
No Advisor Found.
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