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STORR GROUP

WEST PALM BEACH, FL · CRD 324212 · IAPD ↗ · 737-330-1980

$309.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
March 2026 — STORR GROUP (WEST PALM BEACH, FL) is newly SEC-registered with $309.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.