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Building 2THE MUTUAL FUND STORE

Map pinALBUQUERQUE, NM
Phone505-888-0303
NotebookSEC #801-66678
Total AUM
$170.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6600 INDIAN SCHOOL ROAD NE
SUITE J
ALBUQUERQUE
NM 87110
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
505-888-0303

ReceiptFinancials

Total AUM
$170.7M
Accounts
683
Discretionary
$170.7M
Accounts
683
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 ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNMTXUT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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