STORYBOOK FINANCIAL

STORYBOOK FINANCIAL is an SEC-registered investment adviser (CRD 305117). Regulatory assets under management: $444K.

Registration

• CRD: 305117
• Type: Registered investment adviser
• Phone: 3192203100
• Latest filing: 2023-04-20
• Regulatory AUM: $444K
• Discretionary AUM: $444K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305117 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search