MUTUAL SERVICE CORPORATION
Total AUM
$905.6M
Employees
376Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BEACON STREET, 22ND FLOOR
BOSTON
MA 02108
United States
BOSTON
MA 02108
United States
Operating Hours
8:30 AM TO 5:00 PM EST
Monday - Friday
Monday - Friday
Phone
(800)749-8900
Financials
Total AUM
$905.6M
Accounts
4,688Discretionary
$5.6M
Accounts
97Non-Discretionary
$900M
Accounts
4,591
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.