The Mutual Fund Store, Kansas City, LLC (Overland Park)
The Mutual Fund Store, Kansas City, LLC is a large advisory firm based in Overland Park. It manages $784.03 million of regulatory assets for 8,916 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 43 other states.
The Mutual Fund Store, Kansas City provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The Mutual Fund Store, Kansas City: assets under management
The assets under management (AUM) of The Mutual Fund Store, Kansas City, LLC is $784.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store, Kansas City, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Overland Park
The principal office where The Mutual Fund Store, Kansas City, LLC performs its advisory services is located at 11095 Metcalf Avenue, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Liberty, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913.338.2323 or by fax 913.338.1990. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.
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