Investment adviser · CRD 133233

THE MUTUAL FUND STORE

Investment adviser filing (IA)

TMFS-ALBUQUERQUE, LLC

ALBUQUERQUE, NM, United States · Form ADV filed Mar 10, 2015

Regulatory AUM
$171M
Form ADV · Item 5.F
Client accounts
683
Accounts, not individual clients
Employees
3
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, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

6600 INDIAN SCHOOL ROAD NE, SUITE J
ALBUQUERQUE, NM, 87110, United States

CRD 133233

Filing source

Form ADV 886977 · Mar 10, 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.