Storen Financial
Storen Financial is an SEC-registered mass-market adviser in Zionsville, IN with $438.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Storen Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339197, SEC 801-134761, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $438.3M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- Zionsville, IN
- Employees
- 14
- Clients
- 876
- CRD
- 339197
- Ownership
- STOREN, GREG, ALAN; Jackson, Ronnie, Lee; SHARMA, KIRAN, BALA; Jackson, Ronnie; Sharma, Kiran, Bala
How much AUM does Storen Financial have?
Storen Financial reported $438.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Storen Financial?
Disclosed owners and executives of Storen Financial include STOREN, GREG, ALAN, Jackson, Ronnie, Lee, SHARMA, KIRAN, BALA, Jackson, Ronnie, Sharma, Kiran, Bala. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.