HARLAN G STOREY, INC
Legal name: STOREY & ASSOCIATES
CRD #150673 SEC #801-70327 NORTH CANTON, OH 330-526-8944
SEC Registered
Total AUM
$259.5M
Discretionary
$257.9M
Employees
9
Clients
101
Accounts
726
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $259.5M | $257.9M | $1.6M | 9 | 0 |
| Jun 2020 | $294.8M | $292.2M | $2.6M | 7 | 0 |
| Apr 2020 | $294.8M | $292.2M | $2.6M | 7 | 0 |
| Apr 2019 | $246.7M | $244.4M | $2.2M | 9 | 0 |
| Mar 2019 | $246.7M | $244.4M | $2.2M | 9 | 0 |
| Mar 2019 | $246.7M | $244.4M | $2.2M | 9 | 0 |
| Feb 2018 | $259.2M | $257.2M | $2M | 10 | 0 |
| Jan 2018 | $244.5M | $242.5M | $1.9M | 10 | 0 |
| Dec 2017 | $244.5M | $242.5M | $1.9M | 10 | 0 |
| May 2017 | $209.1M | $209M | $82.1K | 9 | 200 |
| Apr 2017 | $209.1M | $209M | $82.1K | 9 | 200 |
| Dec 2016 | $209.1M | $209M | $82.1K | 8 | 200 |
| Mar 2016 | $179.7M | $179.7M | $61.3K | 7 | 138 |
| Mar 2016 | $179.7M | $179.7M | $61.3K | 7 | 138 |
| Dec 2015 | $179.7M | $179.7M | $61.3K | 7 | 138 |
| Jun 2015 | $217.4M | $213.3M | $4.1M | 7 | 200 |
| Dec 2014 | $217.4M | $213.3M | $4.1M | 7 | 200 |
| Nov 2014 | $217.4M | $213.3M | $4.1M | 7 | 200 |
| Nov 2014 | $191.6M | $187.6M | $4M | 7 | 178 |
| Sep 2014 | $191.6M | $187.6M | $4M | 7 | 178 |
| Sep 2014 | $191.6M | $187.6M | $4M | 7 | 178 |
| Mar 2014 | $191.6M | $187.6M | $4M | 7 | 178 |
| Feb 2014 | $191.6M | $187.6M | $4M | 7 | 178 |
| Dec 2013 | $191.6M | $187.6M | $4M | 7 | 178 |
| Feb 2013 | $156.3M | $156.3M | $47.7K | 5 | 132 |
| Nov 2012 | $156.3M | $156.3M | $47.7K | 5 | 132 |
| Jan 2012 | $125.8M | $125.8M | $39.1K | 1 | 26 |
| Nov 2011 | $125.8M | $125.8M | $39.1K | 1 | 26 |
| Oct 2010 | $131.4M | $131.2M | $208.8K | 5 | -- |
| Jan 2010 | $127.1M | $127M | $183.1K | 5 | -- |
DateApr 2021
Total AUM$259.5M
Discretionary$257.9M
Non-Disc.$1.6M
Employees9
Clients0
DateJun 2020
Total AUM$294.8M
Discretionary$292.2M
Non-Disc.$2.6M
Employees7
Clients0
DateApr 2020
Total AUM$294.8M
Discretionary$292.2M
Non-Disc.$2.6M
Employees7
Clients0
DateApr 2019
Total AUM$246.7M
Discretionary$244.4M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2019
Total AUM$246.7M
Discretionary$244.4M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2019
Total AUM$246.7M
Discretionary$244.4M
Non-Disc.$2.2M
Employees9
Clients0
DateFeb 2018
Total AUM$259.2M
Discretionary$257.2M
Non-Disc.$2M
Employees10
Clients0
DateJan 2018
Total AUM$244.5M
Discretionary$242.5M
Non-Disc.$1.9M
Employees10
Clients0
DateDec 2017
Total AUM$244.5M
Discretionary$242.5M
Non-Disc.$1.9M
Employees10
Clients0
DateMay 2017
Total AUM$209.1M
Discretionary$209M
Non-Disc.$82.1K
Employees9
Clients200
DateApr 2017
Total AUM$209.1M
Discretionary$209M
Non-Disc.$82.1K
Employees9
Clients200
DateDec 2016
Total AUM$209.1M
Discretionary$209M
Non-Disc.$82.1K
Employees8
Clients200
DateMar 2016
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$61.3K
Employees7
Clients138
DateMar 2016
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$61.3K
Employees7
Clients138
DateDec 2015
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$61.3K
Employees7
Clients138
DateJun 2015
Total AUM$217.4M
Discretionary$213.3M
Non-Disc.$4.1M
Employees7
Clients200
DateDec 2014
Total AUM$217.4M
Discretionary$213.3M
Non-Disc.$4.1M
Employees7
Clients200
DateNov 2014
Total AUM$217.4M
Discretionary$213.3M
Non-Disc.$4.1M
Employees7
Clients200
DateNov 2014
Total AUM$191.6M
Discretionary$187.6M
Non-Disc.$4M
Employees7
Clients178
DateSep 2014
Total AUM$191.6M
Discretionary$187.6M
Non-Disc.$4M
Employees7
Clients178
DateSep 2014
Total AUM$191.6M
Discretionary$187.6M
Non-Disc.$4M
Employees7
Clients178
DateMar 2014
Total AUM$191.6M
Discretionary$187.6M
Non-Disc.$4M
Employees7
Clients178
DateFeb 2014
Total AUM$191.6M
Discretionary$187.6M
Non-Disc.$4M
Employees7
Clients178
DateDec 2013
Total AUM$191.6M
Discretionary$187.6M
Non-Disc.$4M
Employees7
Clients178
DateFeb 2013
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$47.7K
Employees5
Clients132
DateNov 2012
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$47.7K
Employees5
Clients132
DateJan 2012
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$39.1K
Employees1
Clients26
DateNov 2011
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$39.1K
Employees1
Clients26
DateOct 2010
Total AUM$131.4M
Discretionary$131.2M
Non-Disc.$208.8K
Employees5
Clients--
DateJan 2010
Total AUM$127.1M
Discretionary$127M
Non-Disc.$183.1K
Employees5
Clients--