THE MUTUAL FUND STORE-DENVER, LLC
Legal name: THE MUTUAL FUND STORE
CRD #143119 SEC #801-67847 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$168.1M
Discretionary
$168.1M
Employees
1
Clients
0
Accounts
1,254
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $299.7M | $299.7M | $0 | 5 | 1,100 |
| Mar 2015 | $299.7M | $299.7M | $0 | 5 | 1,100 |
| Dec 2014 | $273.5M | $273.5M | $0 | 5 | 1,000 |
| Nov 2014 | $273.5M | $273.5M | $0 | 5 | 1,000 |
| Jun 2014 | $273.5M | $273.5M | $0 | 5 | 1,000 |
| Mar 2014 | $273.5M | $273.5M | $0 | 5 | 900 |
| Feb 2014 | $211.2M | $211.2M | $0 | 5 | 900 |
| Mar 2013 | $211.2M | $211.2M | $0 | 5 | 900 |
| Feb 2013 | $168.1M | $168.1M | $0 | 5 | 1,200 |
| Jan 2013 | $168.1M | $168.1M | $0 | 5 | 1,200 |
| Oct 2012 | $168.1M | $168.1M | $0 | 1 | 1,200 |
| Oct 2012 | $168.1M | $168.1M | $0 | 1 | 1,200 |
| Mar 2012 | $168.1M | $168.1M | $0 | 1 | 1,200 |
| Mar 2011 | $140.7M | $140.7M | $0 | 5 | -- |
| Mar 2011 | $140.7M | $140.7M | $0 | 5 | -- |
| Feb 2011 | $85.8M | $85.8M | $0 | 5 | -- |
| Dec 2010 | $85.8M | $85.8M | $0 | 5 | -- |
| Dec 2010 | $85.8M | $85.8M | $0 | 5 | -- |
| Oct 2010 | $85.8M | $85.8M | $0 | 5 | -- |
| Sep 2010 | $85.8M | $85.8M | $0 | 5 | -- |
| Oct 2009 | $38.5M | $38.5M | $0 | 5 | -- |
| Mar 2009 | $38.5M | $38.5M | $0 | 5 | -- |
| Mar 2008 | $13M | $13M | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateApr 2015
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees5
Clients1,100
DateMar 2015
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees5
Clients1,100
DateDec 2014
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients1,000
DateNov 2014
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients1,000
DateJun 2014
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients1,000
DateMar 2014
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees5
Clients900
DateFeb 2014
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients900
DateMar 2013
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients900
DateFeb 2013
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees5
Clients1,200
DateJan 2013
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees5
Clients1,200
DateOct 2012
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees1
Clients1,200
DateOct 2012
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees1
Clients1,200
DateMar 2012
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees1
Clients1,200
DateMar 2011
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$13M
Discretionary$13M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--