THE MUTUAL FUND STORE-OMAHA, LLC
Legal name: THE MUTUAL FUND STORE
CRD #143132 SEC #801-67540 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$166.6M
Discretionary
$166.6M
Employees
1
Clients
0
Accounts
1,943
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $278.3M | $278.3M | $0 | 5 | 1,000 |
| Mar 2015 | $278.3M | $278.3M | $0 | 5 | 1,000 |
| Jan 2015 | $248.4M | $248.4M | $0 | 4 | 900 |
| Dec 2014 | $248.4M | $248.4M | $0 | 4 | 900 |
| Nov 2014 | $248.4M | $248.4M | $0 | 4 | 900 |
| Oct 2014 | $248.4M | $248.4M | $0 | 4 | 900 |
| Jun 2014 | $248.4M | $248.4M | $0 | 4 | 900 |
| Mar 2014 | $248.4M | $248.4M | $0 | 4 | 900 |
| Mar 2013 | $191.2M | $191.2M | $0 | 4 | 900 |
| Feb 2013 | $166.6M | $166.6M | $0 | 4 | 900 |
| Jan 2013 | $166.6M | $166.6M | $0 | 4 | 900 |
| Oct 2012 | $166.6M | $166.6M | $0 | 1 | 900 |
| Oct 2012 | $166.6M | $166.6M | $0 | 1 | 900 |
| May 2012 | $166.6M | $166.6M | $0 | 1 | 900 |
| Mar 2012 | $166.6M | $166.6M | $0 | 1 | 900 |
| Mar 2011 | $163.1M | $163.1M | $0 | 5 | -- |
| Mar 2011 | $163.1M | $163.1M | $0 | 5 | -- |
| Feb 2011 | $129.8M | $129.8M | $0 | 5 | -- |
| Oct 2010 | $129.8M | $129.8M | $0 | 5 | -- |
| Oct 2009 | $94.9M | $94.9M | $0 | 5 | -- |
| Mar 2009 | $94.9M | $94.9M | $0 | 5 | -- |
| Mar 2008 | $135.4M | $135.4M | $0 | 5 | -- |
| Oct 2007 | $104M | $104M | $0 | 5 | -- |
| Aug 2007 | $104M | $104M | $0 | 5 | -- |
| Aug 2007 | $104M | $104M | $0 | 5 | -- |
| Jan 2007 | $104M | $104M | $0 | 5 | -- |
| Jan 2007 | $104M | $104M | $0 | 5 | -- |
| Jan 2007 | $104M | $104M | $0 | 5 | -- |
| Jan 2007 | $104M | $104M | $0 | 5 | -- |
| Jan 2007 | $104M | $104M | $0 | 5 | -- |
DateApr 2015
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees5
Clients1,000
DateMar 2015
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees5
Clients1,000
DateJan 2015
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients900
DateDec 2014
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients900
DateNov 2014
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients900
DateOct 2014
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients900
DateJun 2014
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients900
DateMar 2014
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees4
Clients900
DateMar 2013
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees4
Clients900
DateFeb 2013
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees4
Clients900
DateJan 2013
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees4
Clients900
DateOct 2012
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees1
Clients900
DateOct 2012
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees1
Clients900
DateMay 2012
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees1
Clients900
DateMar 2012
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees1
Clients900
DateMar 2011
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--