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Building 2THE MUTUAL FUND STORE

Map pinDUBLIN, OH
Phone614-717-0707
NotebookSEC #801-68208
Total AUM
$171M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5919 KARRIC SQUARE DRIVE
DUBLIN
OH 43016
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
614-717-0707

ReceiptFinancials

Total AUM
$171M
Accounts
1,819
Discretionary
$171M
Accounts
1,819
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINOH

HandshakeAffiliates

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

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