Investment adviser · CRD 138244

THE MUTUAL FUND STORE

Investment adviser filing (IA)

TMFS-TOLEDO, LLC

MAUMEE, OH, United States · Form ADV filed Mar 10, 2016

Regulatory AUM
$118M
Form ADV · Item 5.F
Client accounts
865
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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 10, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

475 W. DUSSEL DRIVE
MAUMEE, OH, 43537, United States

CRD 138244

Filing source

Form ADV 988978 · Mar 10, 2016 · 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.