Thomas Story And Son LLC

Thomas Story And Son LLC (CRD# 148774) is a financial advisory firm headquartered in Plymouth, IN. They manage $263,759,000 in 139 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,897,547
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, CA, DE, FL, IL, IN, KY, 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

David Story (CRD# 5004314) is an Investment Advisor Representative working at Thomas Story And Son LLC in Plymouth, IN and has over 14 years of experience in the finance industry.

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

Thomas Story (CRD# 726004) is an Investment Advisor Representative working at Thomas Story And Son LLC in Plymouth, IN and has over 38 years of experience in the finance industry.

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