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STORGATE, LLC
CRD 334632 · SEC 801-131943
NC, United States
Phone
(214) 434-1015
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.5M
Discretionary AUM
$184.3M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $85.9M |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD