CRD: 304610
Storehouse Investments LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2019
- Office Locations
- 1
Office Locations
About Storehouse Investments LLC
Storehouse Investments LLC is a New Castle, PA advisory firm providing financial planning and investment management for individuals and families, with guidance across retirement, estate planning, college planning, and wealth preservation. Investment implementation emphasizes diversified asset allocation using mutual funds and ETFs, with some fixed income. Custody relationships include Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
SIMONAE REANNA LYLES
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5451080
- Ownership
- 50% but less than 75%
ROBERT EDWARD LYLES
Financial Advisor, General Partner
- CRD
- #5762097
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,844,293 | -- |
| Non-Discretionary | $3,059,041 | -- |
| Total | $34,903,334 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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