TMFS-CHARLOTTE, LLC
Legal name: THE MUTUAL FUND STORE - CHARLOTTE
CRD #133503 SEC #801-66877 CHARLOTTE, NC 704-553-9553
SEC Registered
Total AUM
$111.8M
Discretionary
$111.8M
Employees
3
Clients
51
Accounts
1,017
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $136.3M | $136.3M | $0 | 3 | 500 |
| Oct 2013 | $111.8M | $111.8M | $0 | 3 | 500 |
| Jul 2013 | $111.8M | $111.8M | $0 | 3 | 500 |
| Jun 2013 | $111.8M | $111.8M | $0 | 3 | 500 |
| Jan 2013 | $111.8M | $111.8M | $0 | 3 | 500 |
| Dec 2012 | $98.1M | $98.1M | $0 | 3 | 500 |
| Oct 2012 | $98.1M | $98.1M | $0 | 1 | 500 |
| May 2012 | $98.1M | $98.1M | $0 | 1 | 500 |
| Jan 2012 | $98.1M | $98.1M | $0 | 1 | 500 |
| May 2011 | $96M | $96M | $0 | 5 | -- |
| Feb 2011 | $96M | $96M | $0 | 5 | -- |
| Apr 2009 | $57.8M | $57.8M | $0 | 5 | -- |
| Mar 2008 | $75.3M | $75.3M | $0 | 5 | -- |
| Mar 2007 | $53.7M | $53.7M | $0 | 5 | -- |
DateMar 2014
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees3
Clients500
DateOct 2013
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients500
DateJul 2013
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients500
DateJun 2013
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients500
DateJan 2013
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients500
DateDec 2012
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees3
Clients500
DateOct 2012
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees1
Clients500
DateMay 2012
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees1
Clients500
DateJan 2012
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees1
Clients500
DateMay 2011
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$57.8M
Discretionary$57.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--