Investment adviser · CRD 144479

THE MUTUAL FUND STORE

Investment adviser filing (IA)

THE MUTUAL FUND STORE-PORTLAND, LLC

OVERLAND PARK, KS, United States · Form ADV filed Apr 1, 2015

Regulatory AUM
$168M
Form ADV · Item 5.F
Client accounts
1,365
Accounts, not individual clients
Employees
4
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: Apr 1, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7301 COLLEGE BOULEVARD, SUITE 220
OVERLAND PARK, KS, 66210, United States

CRD 144479

Filing source

Form ADV 906673 · Apr 1, 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.