The Mutual Fund Store Houston, LLC (Overland Park)
The Mutual Fund Store Houston, LLC is a large advisory firm based in Overland Park. It manages $126.63 million of regulatory assets for 1,020 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Kansas, Louisiana, and Texas.
The Mutual Fund Store Houston provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and general consulting. 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 Houston: assets under management
The assets under management (AUM) of The Mutual Fund Store Houston, LLC is $126.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% 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 Houston, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Careers at The Mutual Fund Store Houston, LLC
Adam Stuart Bold has been acting as President since 1 Oct 2012. Inc. Mayberry Holdco Ii joined the executive team most recently as the Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 12 indirect owners.Based in Overland Park
The principal office where The Mutual Fund Store Houston, LLC performs its advisory services is located at 10950 Grandview Drive, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. 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 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mutualfundstore.com/.
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