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Thomas Herbert Story

THOMAS STORY AND SON LLC·PLYMOUTH, Indiana
Clean recordTHOMAS STORY AND SON LLC
16773 13TH ROAD, PLYMOUTH, IN 46563-9374CRD# 726004Firm CRD# 148774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Herbert Story · PLYMOUTH, IN
Registration
CRD #726004 · THOMAS STORY AND SON LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Herbert Story is a registered financial advisor based in PLYMOUTH, Indiana, affiliated with THOMAS STORY AND SON LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THOMAS STORY AND SON LLC
THOMAS STORY AND SON LLC
AUM
$284M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THOMAS STORY AND SON LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 726004
Firm CRD# 148774
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Herbert Story offer?
Thomas Herbert Story specializes in Investment Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Indiana for a consultation.
What are Thomas Herbert Story's credentials?
Thomas Herbert Story is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Herbert Story located?
Thomas Herbert Story is based in PLYMOUTH, Indiana, working with THOMAS STORY AND SON LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Thomas Herbert Story charge for services?
Thomas Herbert Story's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMAS STORY AND SON LLC?
THOMAS STORY AND SON LLC has approximately 2 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THOMAS STORY AND SON LLC

Michael Steven Lollino
PLYMOUTH, IN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
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Research
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