The Mutual Fund Store
The Mutual Fund Store (CRD# 109238) is a financial advisory firm headquartered in Overland Park, KS. They manage $8,137,569,702 in 69,645 accounts and serve the financial needs of clients across 50 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management8,138MILLION
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Total Number of Accounts69,645ACCOUNTS
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Average Account Value$116,844
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Financial Advisors at The Mutual Fund Store
No Advisor Found.
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