Investment adviser · CRD 140702

THE MUTUAL FUND STORE

Investment adviser filing (IA)

TMFS SACRAMENTO LLC

ROSEVILLE, CA, United States · Form ADV filed Mar 9, 2015

Regulatory AUM
$207M
Form ADV · Item 5.F
Client accounts
1,587
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 9, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1112 GALLERIA BLVD. SUITE 160
ROSEVILLE, CA, 95678-3507, United States

CRD 140702

Filing source

Form ADV 887705 · Mar 9, 2015 · 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.