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STORIE FINANCIAL ADVISORY LLC
CRD 156294
2400 ANSYS DRIVE, SUITE 102, CANONSBURG, PA, 15317, United States
Phone
(724) 960-1130
Fax
(724) 960-1130
Registration
— (—)
Source
State registered
Total AUM
$86.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $13.0M |
| High net worth individuals | 36 | $73.0M |
Official SEC filing: View on IAPD