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Building 2THE MUTUAL FUND STORE

Map pinMADISON, WI
Phone608-234-5121
NotebookSEC #801-70288
Total AUM
$242.4K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2501 W. BELTLINE HIGHWAY
SUITE 103
MADISON
WI 53713
United States
Operating Hours
8:00 A.M. - 5:00 P.M. EST
Monday - Friday
Phone
608-234-5121

ReceiptFinancials

Total AUM
$242.4K
Accounts
2
Discretionary
$242.4K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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