THE MUTUAL FUND STORE - FLORIDA, LLC
Legal name: THE MUTUAL FUND STORE
CRD #143874 SEC #801-67884 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$128.3M
Discretionary
$128.3M
Employees
1
Clients
0
Accounts
1,323
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $173.1M | $173.1M | $0 | 5 | 700 |
| Mar 2015 | $173.1M | $173.1M | $0 | 5 | 700 |
| Jan 2015 | $169.6M | $169.6M | $0 | 5 | 700 |
| Dec 2014 | $169.6M | $169.6M | $0 | 5 | 700 |
| Nov 2014 | $169.6M | $169.6M | $0 | 5 | 700 |
| Jun 2014 | $169.6M | $169.6M | $0 | 5 | 700 |
| Jun 2014 | $169.6M | $169.6M | $0 | 5 | 700 |
| Mar 2014 | $169.6M | $169.6M | $0 | 5 | 700 |
| Feb 2014 | $141.8M | $141.8M | $0 | 5 | 700 |
| Sep 2013 | $141.8M | $141.8M | $0 | 5 | 700 |
| Mar 2013 | $141.8M | $141.8M | $0 | 5 | 700 |
| Feb 2013 | $128.3M | $128.3M | $0 | 5 | 700 |
| Jan 2013 | $128.3M | $128.3M | $0 | 5 | 700 |
| Jan 2013 | $128.3M | $128.3M | $0 | 5 | 700 |
| Oct 2012 | $128.3M | $128.3M | $0 | 1 | 700 |
| Oct 2012 | $128.3M | $128.3M | $0 | 1 | 700 |
| Mar 2012 | $128.3M | $128.3M | $0 | 1 | 700 |
| Jun 2011 | $30.4M | $30.4M | $0 | 5 | -- |
| Mar 2011 | $30.4M | $30.4M | $0 | 5 | -- |
| Mar 2011 | $30.4M | $30.4M | $0 | 5 | -- |
| Feb 2011 | $27.6M | $27.6M | $0 | 5 | -- |
| Feb 2011 | $27.6M | $27.6M | $0 | 5 | -- |
| Sep 2010 | $27.6M | $27.6M | $0 | 5 | -- |
| Oct 2009 | $17.6M | $17.6M | $0 | 5 | -- |
| Mar 2009 | $17.6M | $17.6M | $0 | 5 | -- |
| Mar 2008 | $8.1M | $8.1M | $0 | 5 | -- |
| Oct 2007 | $368K | $368K | $0 | 5 | -- |
| Aug 2007 | $368K | $368K | $0 | 5 | -- |
| Apr 2007 | $368K | $368K | $0 | 5 | -- |
DateApr 2015
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees5
Clients700
DateMar 2015
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees5
Clients700
DateJan 2015
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients700
DateDec 2014
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients700
DateNov 2014
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients700
DateJun 2014
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients700
DateJun 2014
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients700
DateMar 2014
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients700
DateFeb 2014
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees5
Clients700
DateSep 2013
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees5
Clients700
DateMar 2013
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees5
Clients700
DateFeb 2013
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients700
DateJan 2013
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients700
DateJan 2013
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients700
DateOct 2012
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees1
Clients700
DateOct 2012
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees1
Clients700
DateMar 2012
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees1
Clients700
DateJun 2011
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$8.1M
Discretionary$8.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$368K
Discretionary$368K
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$368K
Discretionary$368K
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$368K
Discretionary$368K
Non-Disc.$0
Employees5
Clients--