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THOMAS STORY AND SON LLC

Tel: 630-878-0747
16773 13th Road
Plymouth, Indiana  46563-9374

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THOMAS STORY AND SON LLC

THOMAS STORY AND SON LLC is a Plymouth, Indiana based financial advisory firm with nearly $308,994,000 in assets under management and provides investment advisory services for 159 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

148774

SEC#:

801-69744

No. of Clients:

159

Assets under Management

$308,994,000

No. of Advisors:

2

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