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

Building 2THE MUTUAL FUND STORE

Map pinWARWICK, RI
Phone401-921-3331
NotebookSEC #801-68190
Total AUM
$1.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 BALD HILL RD.
SUITE 5
WARWICK
RI 02886
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
401-921-3331

ReceiptFinancials

Total AUM
$1.6M
Accounts
11
Discretionary
$1.6M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
RI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account