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THE MUTUAL FUND STORE
DAYTON, OH
937-431-1925
SEC #801-70677Total AUM
$55.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4412 INDIAN RIPPLE RD.
DAYTON
OH 45440
United States
DAYTON
OH 45440
United States
Operating Hours
M-F 8:30AM-5PM
M-F 8:30AM-5PM AND SAT 10AM-12PM
M-F 8:30AM-5PM AND SAT 10AM-12PM
Phone
937-431-1925
Financials
Total AUM
$55.4M
Accounts
737Discretionary
$55.4M
Accounts
737Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.