THE MUTUAL FUND STORE
Total AUM
$171M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5919 KARRIC SQUARE DRIVE
DUBLIN
OH 43016
United States
DUBLIN
OH 43016
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
614-717-0707
Financials
Total AUM
$171M
Accounts
1,819Discretionary
$171M
Accounts
1,819Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLINOH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.