The Mutual Fund Store Rochester, LLC is a related adviser based in Overland Park. It manages $72.34 million of regulatory assets for 902 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas, New York, and South Carolina.
The Mutual Fund Store Rochester provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. 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 assets under management (AUM) of The Mutual Fund Store Rochester, LLC is $72.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 229% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store Rochester, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Adam Stuart Bold has been acting as President since 1 Aug 2008. Chris Eugene Elliott joined the executive team most recently as the Chief Financial Officer/Secretary.
The principal office where The Mutual Fund Store Rochester, 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 Rochester, NY. 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 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.