1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE MUTUAL FUND STORE

Map pinKNOXVILLE, TN
Phone865-671-4900
NotebookSEC #801-70205
Total AUM
$41M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 LOVELL ROAD
SUITE 104
KNOXVILLE
TN 37934
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
865-671-4900

ReceiptFinancials

Total AUM
$41M
Accounts
500
Discretionary
$41M
Accounts
500
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTN

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account