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STOREN FINANCIAL
STOREN LEGACY PARTNERS, LLC
CRD 339197 · SEC 801-134761
1120 W OAK ST, SUITE 200, ZIONSVILLE, IN, 46077, United States
Phone
317-733-1000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$438.3M
Discretionary AUM
$438.3M
Team
14 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 771 | $227.6M |
| High net worth individuals | 93 | $204.8M |
| Pension/profit sharing plans | 7 | $2.9M |
| Charitable organizations | 1 | $64K |
| Corporations/business entities | 4 | $2.9M |
States served
CO, IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD