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THE MUTUAL FUND STORE
RALEIGH, NC
919-405-3800
SEC #801-68558Total AUM
$750K
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7990 ARCO CORPORATE DRIVE SUITE 113
RALEIGH
NC 27617
USA
RALEIGH
NC 27617
USA
Operating Hours
M-F 8-5 SAT 9-12
Monday - Friday
Monday - Friday
Phone
919-405-3800
Financials
Total AUM
$750K
Accounts
10Discretionary
$750K
Accounts
10Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.