THOMAS STORY AND SON LLC

PLYMOUTH, Indiana·2 registered advisors·CRD# 148774
SEC# 801-697440630-878-0747
01

Firm Overview

AUM
$284M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at THOMAS STORY AND SON LLC

2 registered advisors
Michael Steven Lollino
PLYMOUTH, Indiana
Thomas Herbert Story
PLYMOUTH, Indiana
05

Office Locations

PLYMOUTH, Indiana
2 advisors

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Data sourced from SEC Form ADV filings. THOMAS STORY AND SON LLC (CRD# 148774) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.