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).

Current Firm Details
8342 Perkins Road, Suite P, Baton Rouge, LA 70810
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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at The Mutual Fund Store
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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