Storie Advisors, L.L.C. (San Francisco)

Storie Advisors, L.L.C. is a related adviser based in San Francisco. It manages $16.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Storie Advisors, L.L.C provides portfolio management for pooled investment vehicles and serves as gen. partner of investment limited partnership. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Storie Advisors, L.L.C: assets under management

The assets under management (AUM) of Storie Advisors, L.L.C. is $16.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.7 million each.

Storie Advisors, L.L.C has custody of $16.7 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Storie Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Storie Advisors, L.L.C.

Richard Edward Dirickson has been acting as President since 1 May 2000. Michael John Worthington joined the executive team most recently as the Trader.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Edward Dirickson	Managing member/president	1 May 2000	50% - 75%	68537
Steven Arthur Ledger	Member/portfolio manager	1 May 2000	25% - 50%	1169956
Leon Arthur Root	Cfo/compliance officer	1 May 2000	Other	2731496
George Edward Klingelhofer	Member	1 May 2000	Other	2682946
Scott Cameron Jensen	Member	1 Jul 2001	Other	2170211
Julie Therese Gularte	Compliance officer	1 Jun 2003	Other	3020668
David Leonard Lewis	Member	1 Jun 2003	Other	2909233
Thomas Hunt Wyman	Analyst	1 Feb 2010	Other	2317620
Michael John Worthington	Trader	1 Jul 2010	Other	1694611

Based in San Francisco

The principal office where Storie Advisors, L.L.C. performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.