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Building 2THE MUTUAL FUND STORE

Map pinROSEVILLE, CA
Phone916-780-5353
NotebookSEC #801-68326
Total AUM
$206.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1112 GALLERIA BLVD. SUITE 160
ROSEVILLE
CA 95678-3507
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
916-780-5353

ReceiptFinancials

Total AUM
$206.9M
Accounts
1,587
Discretionary
$206.9M
Accounts
1,587
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
CANYTX

HandshakeAffiliates

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

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