Thomas Story And Son LLC
Thomas Story And Son LLC (CRD# 148774) is a financial advisory firm headquartered in Plymouth, IN. They manage $283,603,000 in 163 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Thomas Story And Son LLC
By the Numbers
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Total Assets Under Management284MILLION
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Total Number of Accounts163ACCOUNTS
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Average Account Value$1,739,896
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DE, FL, IL, IN, KY, SC, TX
Financial Advisors at Thomas Story And Son LLC
1
David Story (CRD# 5004314) is an Investment Advisor Representative working at Thomas Story And Son LLC in Plymouth, IN and has over 18 years of experience in the finance industry.
2
Thomas Story (CRD# 726004) is an Investment Advisor Representative working at Thomas Story And Son LLC in Plymouth, IN and has over 42 years of experience in the finance industry.
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