Investment adviser · CRD 133503

THE MUTUAL FUND STORE - CHARLOTTE

Investment adviser filing (IA)

TMFS-CHARLOTTE, LLC

CHARLOTTE, NC, United States · Form ADV filed Mar 11, 2014

Regulatory AUM
$136M
Form ADV · Item 5.F
Client accounts
538
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 11, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11006 RUSHMORE DR., SUITE 175
CHARLOTTE, NC, 28277, United States

CRD 133503

Filing source

Form ADV 795049 · Mar 11, 2014 · 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.