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Building 2THE MUTUAL FUND STORE

Map pinFRESNO, CA
Phone559-434-9800
NotebookSEC #801-69328
Total AUM
$60M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9423 N. FORT WASHINGTON RD
UNIT# 104
FRESNO
CA 93730
United States
Operating Hours
M-F 8-5 SAT 9-12
MONDAY-SATURDAY
Phone
559-434-9800

ReceiptFinancials

Total AUM
$60M
Accounts
324
Discretionary
$60M
Accounts
324
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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