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Building 2THE MUTUAL FUND STORE

Map pinMELBOURNE, FL
Phone321-751-6162
NotebookSEC #801-66857
Total AUM
$360K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2295 W. EAU GALLIE BOULEVARD
SUITE B
MELBOURNE
FL 32935
USA
Operating Hours
8AM-5PM
Monday - Friday
Phone
321-751-6162

ReceiptFinancials

Total AUM
$360K
Accounts
7
Discretionary
$360K
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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