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Building 2THE MUTUAL FUND STORE

Map pinAVON, OH
Phone440-934-6565
NotebookSEC #801-66852
Total AUM
$239M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36040 DETROIT ROAD STE. E
AVON
OH 44011
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
440-934-6565

ReceiptFinancials

Total AUM
$239M
Accounts
2,708
Discretionary
$239M
Accounts
2,708
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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