← Back to searchVisit website
STOREHOUSE INVESTMENTS LLC
CRD 304610
3021 WILMINGTON RD, NEW CASTLE, PA, 16105, United States
Phone
724-202-6900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.9M
Discretionary AUM
$31.8M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $24.3M |
| High net worth individuals | 3 | $6.6M |
| Pension/profit sharing plans | 3 | $3.1M |
| Charitable organizations | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD