Be advised. This firm is no longer registered.

The Mutual Fund Store

The Mutual Fund Store (CRD# 150032) is a financial advisory firm headquartered in Madison, WI. They manage $42,684,918 in 227 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $188,039
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at The Mutual Fund Store
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.