Investment adviser · CRD 130801

THE MUTUAL FUND STORE

Investment adviser filing (IA)

TMFS CHICAGO INC

NORTHBROOK, IL, United States · Form ADV filed Mar 9, 2015

Regulatory AUM
$482M
Form ADV · Item 5.F
Client accounts
3,530
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
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 · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

840 WILLOW RD
NORTHBROOK, IL, 60062, United States

CRD 130801

Filing source

Form ADV 887425 · 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.