Be advised. This firm is no longer registered.

The Mutual Fund Store

The Mutual Fund Store (CRD# 139865) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $58,224,900 in 529 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
    529
    ACCOUNTS
  • Average Account Value
    $110,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

LA, TX

Financial Advisors at The Mutual Fund Store
No Advisor Found.
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