The Mutual Fund Store Indianapolis, LLC (Overland Park)

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

The Mutual Fund Store Indianapolis, LLC is a large advisory firm based in Overland Park. It manages $280.11 million of regulatory assets for 3,052 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Georgia, and 8 other states.

The Mutual Fund Store Indianapolis 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 Indianapolis: assets under management

The assets under management (AUM) of The Mutual Fund Store Indianapolis, LLC is $280.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $280.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store Indianapolis, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Mutual Fund Store Indianapolis, 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-indianapolis, llc	1 Feb 2007	Other	3078442
Jon Peter Bentz	Member/secretary	1 Feb 2007	Other	2224183
Jason Michael Black	Member/asst. secretary	1 Feb 2007	Other	2345172
Clifford Merril Brandt	Chief compliance officer	1 Feb 2007	Other	1902051
Adam Stuart Bold	Ceo	1 Feb 2007	Other	2246043
Llc Tmfs Holdings	Holding company	1 Feb 2007	75% - 100%	43-1899520
Dennis Paul Smith	Vice-president the mutual fund store-indianapolis, llc	1 Feb 2007	Other	4560523
Andrew Paul Smith	Director of operations, the mutual fund store-indianapolis, llc	1 Feb 2007	Other	4560547
Christopher Raymond Braudis	Vice president retal 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
Adam Stuart Bold	Chairman	1 Aug 2007	Other	2246043
Chris Eugene Elliott	Chief financial officer	1 Aug 2007	Other	5412543
David Franklin Byers	Chief executive officer	1 Aug 2007	Other	5336656
Clifford Merril Brandt	Chief compliance officer	1 Aug 2007	Other	1902051
Chris 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 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Adam Stuart Bold	Active	1 Feb 2006	50% - 75%	2246043
Inc Tmfs Holdings	Member	1 Feb 2006	75% - 100%	20-4305410
Adam S. Bold Trust	Shareholder	1 Feb 2006	75% - 100%	xxx-xx-xxxx
Inc Tmfs Holdings	Member	1 Aug 2007	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 Indianapolis, 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 Indianapolis, IN. 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.