Investment adviser · CRD 150673
STOREY & ASSOCIATES
Investment adviser filing (IA)
HARLAN G STOREY, INC
NORTH CANTON, OH, United States · Form ADV filed Apr 30, 2021
- Regulatory AUM
- $260M Form ADV · Item 5.F
- Client accounts
- 726 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 71 | $207,735,903 | 80.1% |
| Individuals | 137 | $51,767,766 | 19.9% |
Filing source
Form ADV 1537542 · Apr 30, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1360 SOUTH MAIN STREETNORTH CANTON, OH, 44720, United States
CRD 150673
Filing source
Form ADV 1537542 · Apr 30, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.