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STOREHOUSE FINANCIAL LLC
CRD 140738 · SEC 801-122416
3200 RIVERFRONT DR., SUITE 204, FORT WORTH, TX, 76107, United States
Phone
877-305-3233
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.4M
Discretionary AUM
$240.4M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1290 | $161.8M |
| High net worth individuals | 40 | $76.5M |
| Pension/profit sharing plans | 4 | $547K |
| Charitable organizations | 3 | $244K |
| Corporations/business entities | 9 | $1.3M |
States served
CA, CO, GA, KS, LA, NC, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD