S
$438.3M Total AUM
$438.3M Disc. AUM
-- 3Y CAGR
14 Employees
878 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
1120 W OAK ST Suite 200 Zionsville IN
About Storen Financial
Storen Financial is a Zionsville-based RIA. The firm has been operating for 0 years. Managing $438.3M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
60 AVG AGE
$73.0M AVG AUM / ADVISOR
$499.2K AVG AUM / CLIENT
0.6 yrs AVG TENURE
14 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Kiran Bala Sharma
Owner
- CRD
- #5481426
- Ownership
- 25% but less than 50%
Available
Available
Available
Greg Alan Storen
Managing Member, Owner
- CRD
- #4143424
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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J
James Brian Biggs
Wealth Advisor, Senior Tax Accountant
- CRD
- #6102027
Available
Available
Available
J
Joseph John Cavazos
Investment Advisor Representative
- CRD
- #7228063
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,267,419 | $261,496 |
| Non-Discretionary | $0 | -- |
| Total | $438,267,419 | $261,496 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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