The Mutual Fund Store Indiana, LLC (Overland Park)

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

The Mutual Fund Store Indiana, LLC is a large advisory firm based in Overland Park. It manages $536.98 million of regulatory assets for 4,380 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Florida, and 9 other states.

The Mutual Fund Store Indiana 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 Mutual Fund Store Indiana: assets under management

The assets under management (AUM) of The Mutual Fund Store Indiana, LLC is $536.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $536.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.6 thousand each.

Fees & Commissions

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

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clifford Merril Brandt	Chief compliance officer	1 Feb 2007	Other	1902051
Llc Tmfs Holdings	Sole member	1 Feb 2007	75% - 100%	43-1899520
Adam Stuart Bold	Chairman	1 Feb 2012	Other	2246043
John Bradley Bunch	Chief executive officer	1 Feb 2012	Other	1908764
Chris Eugene Elliott	Chief financial officer/secretary	1 Feb 2012	Other	5412543
Edward Richard Bloomberg	Chief operating officer	1 Sep 2012	Other	4731417
Raffaele Sadun	Chief financial officer	1 Sep 2014	Other	6417007

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
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 Indiana, 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 mutualfundstore.com/.