THE MUTUAL FUND STORE-SYRACUSE, LLC
Legal name: THE MUTUAL FUND STORE
CRD #141364 SEC #801-67057 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$30.5M
Discretionary
$30.5M
Employees
1
Clients
0
Accounts
423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $56.3M | $56.3M | $0 | 2 | 300 |
| Mar 2015 | $56.3M | $56.3M | $0 | 2 | 300 |
| Dec 2014 | $47.7M | $47.7M | $0 | 2 | 200 |
| Nov 2014 | $47.7M | $47.7M | $0 | 2 | 200 |
| Jun 2014 | $47.7M | $47.7M | $0 | 2 | 200 |
| Mar 2014 | $47.7M | $47.7M | $0 | 2 | 200 |
| Sep 2013 | $38.2M | $38.2M | $0 | 2 | 200 |
| Mar 2013 | $38.2M | $38.2M | $0 | 2 | 200 |
| Jan 2013 | $30.5M | $30.5M | $0 | 2 | 200 |
| Oct 2012 | $30.5M | $30.5M | $0 | 1 | 200 |
| Oct 2012 | $30.5M | $30.5M | $0 | 1 | 200 |
| Mar 2012 | $30.5M | $30.5M | $0 | 1 | 200 |
| Mar 2011 | $26.1M | $26.1M | $0 | 5 | -- |
| Mar 2011 | $26.1M | $26.1M | $0 | 5 | -- |
| Feb 2011 | $22.7M | $22.7M | $0 | 5 | -- |
| Sep 2010 | $22.7M | $22.7M | $0 | 5 | -- |
| Oct 2009 | $15.8M | $15.8M | $0 | 5 | -- |
| Mar 2009 | $15.8M | $15.8M | $0 | 5 | -- |
| Mar 2008 | $15M | $15M | $0 | 5 | -- |
| Oct 2007 | $1.5M | $1.5M | $0 | 5 | -- |
| Aug 2007 | $1.5M | $1.5M | $0 | 5 | -- |
| Mar 2007 | $1.5M | $1.5M | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateApr 2015
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees2
Clients300
DateMar 2015
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees2
Clients300
DateDec 2014
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees2
Clients200
DateNov 2014
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees2
Clients200
DateJun 2014
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees2
Clients200
DateSep 2013
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees2
Clients200
DateJan 2013
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees2
Clients200
DateOct 2012
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$15.8M
Discretionary$15.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$15.8M
Discretionary$15.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--