The Mutual Fund Store

The Mutual Fund Store (CRD# 145374) is a financial advisory firm headquartered in Raleigh, NC. They manage $51,270,441 in 462 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at The Mutual Fund Store
Showing 1 - 1 of 1 top financial advisors.
Josh D. Hederick
CRD#: 3120694
8450 Falls Of Neuse Rd. Suite 206, Raleigh, NC 27615

Josh Hederick (CRD# 3120694) is an Investment Advisor Representative working at The Mutual Fund Store in Raleigh, NC and has over 18 years of experience in the finance industry.

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