Thomas Story And Son LLC

Thomas Story And Son LLC (CRD# 148774) is a financial advisory firm headquartered in Plymouth, IN. They manage $207,868,000 in 121 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,717,917
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, FL, IL, IN, TX

Financial Advisors at Thomas Story And Son LLC
Showing 1 - 2 of 2 top financial advisors.
1
David T. Story
CRD#: 5004314
16773 13th Road, Plymouth, IN 46563
93
Wealthminder
score

David Story (CRD# 5004314) is an Investment Advisor Representative working at Thomas Story And Son LLC in Plymouth, IN and has over 11 years of experience in the finance industry.

2
Thomas H. Story
CRD#: 726004
16773 13th Road, Plymouth, IN 46563
93
Wealthminder
score

Thomas Story (CRD# 726004) is an Investment Advisor Representative working at Thomas Story And Son LLC in Plymouth, IN and has over 35 years of experience in the finance industry.

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