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THE MUTUAL FUND STORE
RALEIGH, NC
919-405-3800
SEC #801-69358Total AUM
$2M
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
United States
SUITE 113
RALEIGH
NC 27617
United States
Operating Hours
9AM - 5PM
MONDAY-SATURDAY
MONDAY-SATURDAY
Phone
919-405-3800
Financials
Total AUM
$2M
Accounts
9Discretionary
$2M
Accounts
9Non-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
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.