# Storybook Financial

Storybook Financial is a Multi Family Office based in Coralville.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Coralville
- **Assets under management:** Undisclosed
- **Website:** https://storybookfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/storybookfinancial

## Regulatory record

- **CRD number:** 305117
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305117

## About

Storybook Financial provides fiduciary financial planning and investment management with a focus on healthcare professionals and their families. The firm builds relationships to help clients through financial life planning and serves clients nationwide via a strong virtual presence. It is also a social enterprise that supports the cystic fibrosis community.

## Sectors

- Healthcare professionals and their families

## Questions

### What investment stages does Storybook Financial typically target?

The firm's stage preferences are not publicly specified. Multi-family offices often range across stages—from venture capital to growth equity, real estate, and private credit—depending on client risk profiles and liquidity needs.

## Related profiles

- [Afzali Investments, LLC](https://altss.com/profile/afzali-investments-llc)
- [Kathmere Capital Management](https://altss.com/profile/kathmere-capital-management-llc)

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Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/storybook-financial

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