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
Current Advisors List
Current Employees Featured
Founder
Investors List
Summit Partners
Summit Partners investment in Private Equity Round - The Mutual Fund Store
Official Site Inspections
http://www.mutualfundstore.com
- Host name: server-18-67-76-6.iad89.r.cloudfront.net
- IP address: 18.67.76.6
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
