Investment adviser · CRD 147575

THE MUTUAL FUND STORE

Investment adviser filing (IA)

TMFS - FRESNO, LLC

FRESNO, CA, United States · Form ADV filed Jun 26, 2012

Regulatory AUM
$60M
Form ADV · Item 5.F
Client accounts
324
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 26, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

9423 N. FORT WASHINGTON RD, UNIT# 104
FRESNO, CA, 93730, United States

CRD 147575

Filing source

Form ADV 656097 · Jun 26, 2012 · 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.