TMFS - SPRINGFIELD, LLC
Legal name: THE MUTUAL FUND STORE
CRD #119106 SEC #801-62835 SPRINGFIELD, MO 417-889-9997
SEC Registered Disclosures
Total AUM
$146.7M
Discretionary
$146.7M
Employees
2
Clients
51
Accounts
1,237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $146.7M | $146.7M | $0 | 2 | 600 |
| Mar 2015 | $157.9M | $157.9M | $0 | 3 | 600 |
| Feb 2015 | $157.9M | $157.9M | $0 | 3 | 600 |
| Dec 2014 | $155.4M | $155.4M | $0 | 2 | 700 |
| Mar 2014 | $155.4M | $155.4M | $0 | 2 | 700 |
| Oct 2013 | $129.6M | $129.6M | $0 | 3 | 600 |
| Mar 2013 | $129.6M | $129.6M | $0 | 3 | 600 |
| Mar 2013 | $129.6M | $129.6M | $0 | 3 | 600 |
| Mar 2013 | $129.6M | $129.6M | $0 | 3 | 600 |
| Feb 2013 | $129.6M | $129.6M | $0 | 3 | 600 |
| Jan 2013 | $129.6M | $129.6M | $0 | 3 | 600 |
| Oct 2012 | $107.7M | $107.7M | $0 | 1 | 600 |
| Jan 2012 | $107.7M | $107.7M | $0 | 1 | 600 |
| Mar 2011 | $110.2M | $110.2M | $0 | 5 | -- |
| Mar 2011 | $110.2M | $110.2M | $0 | 5 | -- |
| Jan 2009 | $75.6M | $75.6M | $0 | 5 | -- |
| Sep 2008 | $110.7M | $110.7M | $0 | 5 | -- |
| Mar 2008 | $110.7M | $110.7M | $0 | 5 | -- |
| Jan 2008 | $110.7M | $110.7M | $0 | 5 | -- |
| Dec 2007 | $82.7M | $82.7M | $0 | 5 | -- |
| Jan 2007 | $82.7M | $82.7M | $0 | 5 | -- |
| Mar 2006 | $67.4M | $67.4M | $0 | 5 | -- |
| Feb 2005 | $53.8M | $53.8M | $0 | 5 | -- |
| Jan 2005 | $53.8M | $53.8M | $0 | 5 | -- |
| Apr 2004 | $41.2M | $41.2M | $0 | 5 | -- |
DateFeb 2016
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees2
Clients600
DateMar 2015
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees3
Clients600
DateFeb 2015
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees3
Clients600
DateDec 2014
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees2
Clients700
DateMar 2014
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees2
Clients700
DateOct 2013
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients600
DateMar 2013
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients600
DateMar 2013
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients600
DateMar 2013
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients600
DateFeb 2013
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients600
DateJan 2013
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees3
Clients600
DateOct 2012
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees1
Clients600
DateJan 2012
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees1
Clients600
DateMar 2011
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2009
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees5
Clients--