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Building 2THE MUTUAL FUND STORE

Map pinSPRINGFIELD, MO
Phone417-889-9997
NotebookSEC #801-62835
Total AUM
$146.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1835 E. REPUBLIC ROAD, STE. 104
SPRINGFIELD
MO 65804
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
417-889-9997

ReceiptFinancials

Total AUM
$146.7M
Accounts
1,237
Discretionary
$146.7M
Accounts
1,237
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLILKSLAMOOKTX

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

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