Storehouse Partners, LLC is a large advisory firm based in Bellevue. It manages $159.57 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Texas, and Washington.
Storehouse Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Storehouse Partners, LLC is $159.57 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Storehouse Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Storehouse Partners, LLC performs its advisory services is located at 10811 Main Street, Bellevue, WA 98004 6323, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-401-1211 or by fax 425-401-1231. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.storehousepartners.com.