TMFS-TOLEDO, LLC
Legal name: THE MUTUAL FUND STORE
CRD #138244 SEC #801-79839 MAUMEE, OH 419-897-2222
SEC Registered
Total AUM
$117.9M
Discretionary
$117.9M
Employees
2
Clients
0
Accounts
865
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $117.9M | $117.9M | $0 | 2 | 362 |
| Oct 2015 | $117.4M | $117.4M | $0 | 2 | 354 |
| Mar 2015 | $117.4M | $117.4M | $0 | 2 | 354 |
| Jan 2015 | $110M | $110M | $0 | 2 | 343 |
| Oct 2014 | $110M | $110M | $0 | 2 | 343 |
| Sep 2014 | $110M | $110M | $0 | 2 | 343 |
| May 2014 | $110M | $110M | $0 | 2 | 343 |
| Mar 2012 | $60.7M | $60.7M | $0 | 1 | 288 |
| Feb 2012 | $60.7M | $60.7M | $0 | 1 | 288 |
| Aug 2011 | $55M | $55M | $0 | 5 | -- |
| Mar 2011 | $55M | $55M | $0 | 5 | -- |
| Jul 2009 | $28.6M | $28.6M | $0 | 5 | -- |
DateMar 2016
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees2
Clients362
DateOct 2015
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees2
Clients354
DateMar 2015
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees2
Clients354
DateJan 2015
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients343
DateOct 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients343
DateSep 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients343
DateMay 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients343
DateMar 2012
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees1
Clients288
DateFeb 2012
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees1
Clients288
DateAug 2011
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees5
Clients--