The Mutual Fund Store St. Louis, LLC (Overland Park)
The Mutual Fund Store St. Louis, LLC is a large advisory firm based in Overland Park. It manages $642.26 million of regulatory assets for 5,270 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.
The Mutual Fund Store St. Louis provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The Mutual Fund Store St. Louis: assets under management
The assets under management (AUM) of The Mutual Fund Store St. Louis, LLC is $642.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% 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 St. Louis, 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.
Careers at The Mutual Fund Store St. Louis, LLC
Adam Stuart Bold has been acting as President since 1 Feb 2012. Raffaele Sadun joined the executive team most recently as the Chief Financial Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in Overland Park
The principal office where The Mutual Fund Store St. Louis, LLC performs its advisory services is located at 7301 College Boulevard, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Shiloh, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-319-8100 or by fax 913-319-8181. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com/.
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