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

Building 2THE MUTUAL FUND STORE

Map pinCRANBERRY TOWNSHIP, PA
Phone724-779-7795
NotebookSEC #801-80352
Total AUM
$105.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20510 ROUTE 19
SUITE 106
CRANBERRY TOWNSHIP
PA 16066
United States
Operating Hours
8AM 5PM
Monday - Friday
Phone
724-779-7795

ReceiptFinancials

Total AUM
$105.4M
Accounts
893
Discretionary
$105.4M
Accounts
893
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHPATXWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account