The Mutual Fund Store
The Mutual Fund Store (CRD# 143874) is a financial advisory firm headquartered in Overland Park, KS. They manage $169,568,493 in 1,364 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
The Mutual Fund Store
By the Numbers
-
Total Assets Under Management170MILLION
-
Total Number of Accounts1,364ACCOUNTS
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Average Account Value$124,317
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, KS, MD, NC, TX
Financial Advisors at The Mutual Fund Store
No Advisor Found.
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