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

Building 2THE MUTUAL FUND STORE - CHARLOTTE

Map pinCHARLOTTE, NC
Phone704-553-9553
NotebookSEC #801-66877
Total AUM
$136.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11006 RUSHMORE DR., SUITE 175
CHARLOTTE
NC 28277
United States
Operating Hours
M-F: 8:30AM TO 5:30PM, SAT: 10:00 - 12:00
MONDAY-FRIDAY, SATURDAY
Phone
704-553-9553

ReceiptFinancials

Total AUM
$136.3M
Accounts
538
Discretionary
$136.3M
Accounts
538
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNHSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

Feature requires an account