STOREHOUSE INVESTMENTS LLC

RIASEC Registered

Total AUM

$34.9M

Discretionary

$31.8M

91% of AUM

Avg account

$151K

Accounts

231

Employees

Advisory reps

Firm details

Headquarters: NEW CASTLE, Pennsylvania
CRD number: 304610
Website: www.storehouseinvestments.net
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, JACKSON NATIONAL LIFE DISTRIBUTORS LLC, AMERICAN FUNDS & TRUSTS INCORPORATED, PACIFIC LIFE, PROTECTIVE NATIONAL LIFE, MIDLAND, PRINCIPAL LIFE INSURANCE
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals69.51%
HNWI18.8%
Pension & Profit Sharing Plans8.76%
Charitable Organizations2.92%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Storehouse Investments LLC is an independent registered investment adviser working primarily with individuals, families and a limited set of institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. The firm charges fees using a mix of percentage of assets under management, hourly rates and fixed fees, indicating flexibility to accommodate both ongoing advisory relationships and project-based work. Investment behavior skews toward pooled public vehicles and insurance-wrapped products rather than a heavy reliance on direct individual equity positions. The firm is not an active ESG investor, is not registered as a multi-state adviser, and is owned by an individual. Industry relationships include an accountant and an insurance company, reflecting a tilt toward integrated financial planning and life/annuity product usage in client portfolios.