Investment adviser · CRD 165877

THE MUTUAL FUND STORE

Investment adviser filing (IA)

THE MUTUAL FUND STORE-HOUSTON, LLC

OVERLAND PARK, KS, United States · Form ADV filed Sep 6, 2016

Regulatory AUM
$127M
Form ADV · Item 5.F
Client accounts
1,020
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
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: Sep 6, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10950 GRANDVIEW DRIVE, SUITE 500
OVERLAND PARK, KS, 66210, United States

CRD 165877

Filing source

Form ADV 1039038 · Sep 6, 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.