Thomas Story And Son Llc

Thomas Story And Son Llc

Plymouth, Indiana

Thomas Story And Son LLC is a reputable investment advisory firm based in Plymouth, IN, boasting a single office location. With a dedicated team of two experienced professionals, they specialize in providing top-notch investment advisory services. Each investment advisor at Thomas Story And Son LLC manages an average of $125,990,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, Thomas Story And Son LLC handles 100% of the assets they manage, ensuring full control and flexibility in de...see more

Assets Under Mgmt

$251.98M

Investment Professionals

2

Locations

0

% 401K & Individual

2%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Portfolio management for individuals and/or small businesses

Reviews for Thomas Story And Son Llc

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