1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE MUTUAL FUND STORE

Map pinINDIANAPOLIS, IN
Phone317-579-0700
NotebookSEC #801-62762
Total AUM
$224.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5025 E. 82ND ST., SUITE 1400
INDIANAPOLIS
IN 46250-5659
USA
Operating Hours
8AM-4PM
Monday - Friday
Phone
317-579-0700

ReceiptFinancials

Total AUM
$224.2M
Accounts
2,259
Discretionary
$224.2M
Accounts
2,259
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINNENHOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account