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Thomas Story and Son LLC

● SEC registered since 2008CRD 148774SEC# 801-69744Plymouth, IN
Export (members)
Reg. AUM
$309M
Employees
2
Accounts
159
Location
Plymouth, IN

Thomas Story and Son LLC assets under management

Thomas Story and Son LLC operates as an SEC-registered investment adviser based in Plymouth, IN. The firm has been registered since 2008. It reports $309 million in regulatory assets under management and employs 2 people.
www.storyandson.comView on SEC.gov ↗

Thomas Story and Son LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael Steven Lollino ControlChief Compliance OfficerUnder 5%2008
Thomas Herbert Story ControlManaging MemberOver 75%2008

Frequently asked questions

How much does Thomas Story and Son LLC manage?

Thomas Story and Son LLC reports $309 million in regulatory assets under management on its Form ADV.

How many employees does Thomas Story and Son LLC have?

Thomas Story and Son LLC reports 2 employees.

Where is Thomas Story and Son LLC located?

Thomas Story and Son LLC is based in Plymouth, IN and has been SEC-registered since 2008.

Does Thomas Story and Son LLC disclose fund performance?

Thomas Story and Son LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16773 13th Road, Plymouth, IN 46563-9374
Phone630-878-0747
Fax866-610-8379
Office hours8:30-3:00
SEC regionChicago Regional Office (CHRO)
CIK1505207
Discloses disciplinary historyNo

Assets under management

Discretionary$309M
Non-discretionary$0
Total (RAUM)$309M