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Building 2THE MUTUAL FUND STORE

Map pinGLEN ALLEN, VA
Phone804-523-4555
NotebookSEC #801-67942
Total AUM
$60.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11541 NUCKOLS ROAD
SUITE C
GLEN ALLEN
VA 23059
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
804-523-4555

ReceiptFinancials

Total AUM
$60.1M
Accounts
388
Discretionary
$60.1M
Accounts
388
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
NHTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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