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

Building 2THE MUTUAL FUND STORE

Map pinHARRISBURG, PA
Phone717-540-7992
NotebookSEC #801-71432
Total AUM
$36.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2308 PATTON ROAD
SUITE G
HARRISBURG
PA 17112
United States
Operating Hours
8:00AM-5:00PM EST
Monday - Friday
Phone
717-540-7992

ReceiptFinancials

Total AUM
$36.3M
Accounts
457
Discretionary
$36.3M
Accounts
457
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
PATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

Feature requires an account