The Mutual Fund Store

The Mutual Fund Store (CRD# 144963) is a financial advisory firm headquartered in Harrisburg, PA. They manage $58,184,660 in 630 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $92,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at The Mutual Fund Store
Showing 1 - 1 of 1 top financial advisors.
1
Harry K. Berman
CRD#: 2190861
2308 Patton Road, Suite G, Harrisburg, PA 17112
93
Wealthminder
score

Harry Berman (CRD# 2190861) is an Investment Advisor Representative working at The Mutual Fund Store in Harrisburg, PA and has over 20 years of experience in the finance industry.

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