The Mutual Fund Store Seattle, LLC is a large advisory firm based in Federal Way. It manages $103.2 million of regulatory assets for 740 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Texas and Washington.
The Mutual Fund Store Seattle provides 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 Seattle, LLC is $103.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 664% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Mutual Fund Store Seattle, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Adam Stuart Bold has been acting as President since 1 Aug 2007. Norman Steven Thomson joined the executive team most recently as the Chief Compliance Officer/Senior Investment Advisor.
The principal office where The Mutual Fund Store Seattle, LLC performs its advisory services is located at 32225 Pacific Highway South, Federal Way, WA 98003, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 253-529-3322 or by fax 253-529-3388. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.