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Building 2THE MUTUAL FUND STORE

Map pinBRANDON, FL
Phone813-661-1717
NotebookSEC #801-68059
Total AUM
$110.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2090 BADLANDS DRIVE
BRANDON
FL 33511
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
813-661-1717

ReceiptFinancials

Total AUM
$110.2M
Accounts
1,032
Discretionary
$110.2M
Accounts
1,032
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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