THE MUTUAL FUND STORE - INDIANA, LLC
Legal name: THE MUTUAL FUND STORE
CRD #143152 SEC #801-67596 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$348.1M
Discretionary
$348.1M
Employees
1
Clients
0
Accounts
3,957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $537M | $537M | $0 | 10 | 2,100 |
| Apr 2015 | $537M | $537M | $0 | 10 | 2,100 |
| Apr 2015 | $537M | $537M | $0 | 10 | 2,100 |
| Mar 2015 | $537M | $537M | $0 | 10 | 2,100 |
| Dec 2014 | $494.6M | $494.6M | $0 | 8 | 2,100 |
| Nov 2014 | $494.6M | $494.6M | $0 | 8 | 2,100 |
| Oct 2014 | $494.6M | $494.6M | $0 | 8 | 2,100 |
| Jun 2014 | $494.6M | $494.6M | $0 | 8 | 2,100 |
| Mar 2014 | $494.6M | $494.6M | $0 | 8 | 2,100 |
| Feb 2014 | $390.8M | $390.8M | $0 | 10 | 1,900 |
| Mar 2013 | $390.8M | $390.8M | $0 | 10 | 1,900 |
| Feb 2013 | $348.1M | $348.1M | $0 | 8 | 1,900 |
| Jan 2013 | $348.1M | $348.1M | $0 | 8 | 1,900 |
| Oct 2012 | $348.1M | $348.1M | $0 | 1 | 1,900 |
| Oct 2012 | $348.1M | $348.1M | $0 | 1 | 1,900 |
| Mar 2012 | $348.1M | $348.1M | $0 | 1 | 1,900 |
| Mar 2011 | $280.1M | $280.1M | $0 | 5 | -- |
| Mar 2011 | $280.1M | $280.1M | $0 | 5 | -- |
| Feb 2011 | $240M | $240M | $0 | 5 | -- |
| Oct 2010 | $240M | $240M | $0 | 5 | -- |
| Oct 2009 | $213.1M | $213.1M | $0 | 5 | -- |
| Mar 2009 | $213.1M | $213.1M | $0 | 5 | -- |
| Mar 2008 | $285.5M | $285.5M | $0 | 5 | -- |
| Oct 2007 | $224.2M | $224.2M | $0 | 5 | -- |
| Aug 2007 | $224.2M | $224.2M | $0 | 5 | -- |
| Apr 2007 | $224.2M | $224.2M | $0 | 5 | -- |
| Feb 2007 | $224.2M | $224.2M | $0 | 5 | -- |
| Feb 2007 | $224.2M | $224.2M | $0 | 5 | -- |
| Feb 2007 | $224.2M | $224.2M | $0 | 5 | -- |
| Feb 2007 | $224.2M | $224.2M | $0 | 5 | -- |
DateMay 2015
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees10
Clients2,100
DateApr 2015
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees10
Clients2,100
DateApr 2015
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees10
Clients2,100
DateMar 2015
Total AUM$537M
Discretionary$537M
Non-Disc.$0
Employees10
Clients2,100
DateDec 2014
Total AUM$494.6M
Discretionary$494.6M
Non-Disc.$0
Employees8
Clients2,100
DateNov 2014
Total AUM$494.6M
Discretionary$494.6M
Non-Disc.$0
Employees8
Clients2,100
DateOct 2014
Total AUM$494.6M
Discretionary$494.6M
Non-Disc.$0
Employees8
Clients2,100
DateJun 2014
Total AUM$494.6M
Discretionary$494.6M
Non-Disc.$0
Employees8
Clients2,100
DateMar 2014
Total AUM$494.6M
Discretionary$494.6M
Non-Disc.$0
Employees8
Clients2,100
DateFeb 2014
Total AUM$390.8M
Discretionary$390.8M
Non-Disc.$0
Employees10
Clients1,900
DateMar 2013
Total AUM$390.8M
Discretionary$390.8M
Non-Disc.$0
Employees10
Clients1,900
DateFeb 2013
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees8
Clients1,900
DateJan 2013
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees8
Clients1,900
DateOct 2012
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees1
Clients1,900
DateOct 2012
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees1
Clients1,900
DateMar 2012
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees1
Clients1,900
DateMar 2011
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$224.2M
Discretionary$224.2M
Non-Disc.$0
Employees5
Clients--