RIA Intel›Advisers›Iowa›STORYBOOK FINANCIAL LLC

STORYBOOK FINANCIAL LLC

Advisory

IA

Data as of Apr 20, 2023 · Source: SEC Form ADV

Average account

$22K

across 20 accounts

AUM per adviser

$444K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2023.

Total AUM

$444K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$444K

Discretionary AUM$444K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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