TMFS-PORTLAND, LLC
Legal name: THE MUTUAL FUND STORE
CRD #140541 SEC #801-66768 BEAVERTON, OR 503 718-6118
SEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
Employees
5
Clients
0
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $14M | $14M | $0 | 5 | -- |
| Feb 2007 | $13.5M | $13.5M | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2007
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--