The Mutual Fund Store Melbourne, LLC (Overland Park)

Name: The Mutual Fund Store Melbourne, LLC
Address: 7301 College Boulevard, Overland Park, KS, 66210
Telephone: 913-319-8100

The Mutual Fund Store Melbourne, LLC is a large advisory firm based in Overland Park. It manages $30.41 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Kansas.

The Mutual Fund Store Melbourne provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. 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 Melbourne: assets under management

The assets under management (AUM) of The Mutual Fund Store Melbourne, LLC is $30.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8164% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store Melbourne, 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 Melbourne, LLC

Adam Stuart Bold has been acting as President since 1 Aug 2007. Llc Kansas City 727 Acquisition joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Raymond Braudis	President, the mutual fund store-melbourne, llc	1 Apr 2007	Other	3078442
Jon Peter Bentz	Member/secretary	1 Apr 2007	Other	2224183
Jason Michael Black	Member/asst secretary	1 Apr 2007	Other	2345172
Clifford Merril Brandt	Chief compliance officer	1 Apr 2007	Other	1902051
Adam Stuart Bold	Chief executive officer	1 Apr 2007	50% - 75%	2246043
Llc Tmfs Holdings	Holding company	1 Apr 2007	75% - 100%	43-1899520
Christopher Raymond Braudis	Vice president retail operations	1 Aug 2007	Other	3078442
Jon Peter Bentz	Vice president company operations/secretary	1 Aug 2007	Other	2224183
Jason Michael Black	Assistant vice president company operations/assistant secretary	1 Aug 2007	Other	2345172
Clifford Merril Brandt	Chief compliance officer	1 Aug 2007	Other	1902051
Adam Stuart Bold	Chairman	1 Aug 2007	50% - 75%	2246043
Llc Tmfs Holdings	Member	1 Aug 2007	75% - 100%	43-1899520
David Franklin Byers	Chief executive officer	1 Aug 2007	Other	5336656
Chris Elliott	Chief financial officer	1 Aug 2007	Other	5412543
Chris Eugene Elliott	Chief financial officer	1 Aug 2007	Other	5412543
Christopher Raymond Braudis	President	1 Jul 2008	Other	3078442
Adam Stuart Bold	Chairman/chief executive officer	1 Jul 2008	Other	2246043

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Adam Stuart Bold	Trustee	1 Dec 2005	75% - 100%	2246043
Inc Tmfs Holdings	Member	1 Dec 2005	50% - 75%	20-4305410
Adam S. Bold Trust	Shareholder	1 Dec 2005	75% - 100%	xxx-xx-xxxx
Adam Stuart Bold	Shareholder, ceo	1 Feb 2006	75% - 100%	2246043
Inc Tmfs Holdings	Shareholder	1 Feb 2006	50% - 75%	20-4305410
Llc Kansas City 727 Acquisition	Member	1 Sep 2011	75% - 100%	45-3338790
Kansas City 727 Acquisition Corporation	Member	1 Sep 2011	50% - 75%	45-3217452
L.P. Warburg Pincus Private Equity X	Shareholder	1 Sep 2011	75% - 100%	26-0849130
L.P. Warburg Pincus X	General partner	1 Sep 2011	Other	26-0403670

Based in Overland Park

The principal office where The Mutual Fund Store Melbourne, 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 Melbourne, FL. 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.