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Mutual Funds Leader Inc (Long Beach)


Mutual Funds Leader Inc is an investment adviser to an investment company based in Long Beach. It manages $318.21 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Mutual Funds Leader provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mutual Funds Leader: assets under management

The assets under management (AUM) of Mutual Funds Leader Inc is $318.21 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $318.21 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $318.21 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mutual Funds Leader Inc 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.

Based in Long Beach

The principal office where Mutual Funds Leader Inc performs its advisory services is located at 1310 East Ocean Blvd., Unit #1401, Long Beach, CA 90802, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 562-612-1331 or by fax 562-684-4056. The normal business hours are 6 pm to 7 pm on Other.


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