The Mutual Fund Store

The Mutual Fund Store (CRD# 147652) is a financial advisory firm headquartered in Raleigh, NC. They manage $20,820,726 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $147,665
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.

NC

Financial Advisors at The Mutual Fund Store
No Advisor Found.
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