The Mutual Fund Store Syracuse, LLC is a mid-sized advisory firm based in Overland Park. It manages $56.25 million of regulatory assets for 629 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Kansas, New York, and Texas.
The Mutual Fund Store Syracuse 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 Syracuse, LLC is $56.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3720% 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 Syracuse, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Adam Stuart Bold has been acting as President since 1 Feb 2012. Raffaele Sadun joined the executive team most recently as the Chief Financial Officer.
The principal office where The Mutual Fund Store Syracuse, 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 Cicero, 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 mutualfundstore.com/.