THE MUTUAL FUND STORE
Founded in 1996 by Adam Bold and headquartered in metropolitan Kansas City, The Mutual Fund Store® is a nationwide system of registered investment advisory firms which includes independently-owned and -operated franchise stores and company-owned stores. Through July 31, 2011, the system included more than 70 locations. Using proprietary asset allocation and mutual fund recommendations from The Mutual Fund Research Center®, The Mutual Fund Store investment advisors develop and implement per... sonalized investment plans and provide ongoing account monitoring for investors with $50,000 of investment assets to $5 million or more. The Mutual Fund Store system collectively ranked No. 1 in total client relationships in 2008, 2009 and 2010 Wealth Manager surveys of financial advisers not registered as broker-dealers, banks or trusts. In a March 31, 2011 Investment News survey, The Mutual Fund Store system ranked No. 3 in discretionary client assets under management among fee-only U.S. registered investment advisers not doing business as a broker-dealer and not charging commissions
THE MUTUAL FUND STORE
Social Links:
Industry:
Banking Finance Financial Services
Founded:
1996-01-01
Address:
Overland Park, Kansas, United States
Country:
United States
Website Url:
http://www.mutualfundstore.com
Total Employee:
1001+
Status:
Closed
Contact:
913-338-2323
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
SPF WordPress Microsoft Exchange Online Amazon Office 365 Mail Microsoft Azure DNS PHP Amazon Route 53 Amazon CloudFront New Relic
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Summit Partners
Summit Partners investment in Private Equity Round - The Mutual Fund Store
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http://www.mutualfundstore.com
- Host name: server-18-67-76-89.iad89.r.cloudfront.net
- IP address: 18.67.76.89
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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