Investment adviser · CRD 107538
MUTUAL FUND MANAGEMENT CO
Investment adviser filing (IA)
TROY, MI, United States · Form ADV filed Jun 12, 2018
- Regulatory AUM
- $192M Form ADV · Item 5.F
- Client accounts
- 708 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 137 | $154,744,000 | 80.8% |
| Individuals | 132 | $35,499,000 | 18.5% |
| Retirement plans | 1 | $1,288,000 | 0.7% |
Filing source
Form ADV 1223791 · Jun 12, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 12, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
888 W BIG BEAVER, STE 890TROY, MI, 48084-4746, United States
CRD 107538
Filing source
Form ADV 1223791 · Jun 12, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.