Be advised. This firm is no longer registered.

Mutual Fund Strategist Ltd.

Mutual Fund Strategist Ltd. (CRD# 115804) is a financial advisory firm headquartered in Shelburne, VT. They manage $2,833,609 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 755, Shelburne, VT 05482
http://www.bullbearbarometer.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $166,683
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Mutual Fund Strategist Ltd.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals