THE MUTUAL FUND STORE-NEW YORK, LLC
Legal name: THE MUTUAL FUND STORE
CRD #148857 SEC #801-69762 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$72.3M
Discretionary
$72.3M
Employees
1
Clients
0
Accounts
902
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $176.7M | $176.7M | $0 | 4 | 700 |
| Mar 2015 | $176.7M | $176.7M | $0 | 4 | 700 |
| Feb 2015 | $161.6M | $161.6M | $0 | 7 | 700 |
| Dec 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Nov 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Oct 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Oct 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Sep 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Aug 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Jun 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Mar 2014 | $161.6M | $161.6M | $0 | 7 | 700 |
| Sep 2013 | $103M | $103M | $0 | 8 | 600 |
| Mar 2013 | $103M | $103M | $0 | 8 | 600 |
| Feb 2013 | $72.3M | $72.3M | $0 | 3 | 500 |
| Jan 2013 | $72.3M | $72.3M | $0 | 3 | 500 |
| Jan 2013 | $72.3M | $72.3M | $0 | 3 | 500 |
| Nov 2012 | $72.3M | $72.3M | $0 | 3 | 500 |
| Nov 2012 | $72.3M | $72.3M | $0 | 3 | 500 |
| Oct 2012 | $72.3M | $72.3M | $0 | 1 | 500 |
| Oct 2012 | $72.3M | $72.3M | $0 | 1 | 500 |
| Sep 2012 | $72.3M | $72.3M | $0 | 1 | 500 |
| Jul 2012 | $72.3M | $72.3M | $0 | 1 | 500 |
| Jul 2012 | $72.3M | $72.3M | $0 | 1 | 500 |
| Mar 2012 | $72.3M | $72.3M | $0 | 1 | 500 |
| Mar 2011 | $65.4M | $65.4M | $0 | 5 | -- |
| Feb 2011 | $43.1M | $43.1M | $0 | 5 | -- |
| Sep 2010 | $43.1M | $43.1M | $0 | 5 | -- |
| Apr 2010 | $43.1M | $43.1M | $0 | 5 | -- |
| Oct 2009 | $22M | $22M | $0 | 5 | -- |
| Mar 2009 | $22M | $22M | $0 | 5 | -- |
DateApr 2015
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees4
Clients700
DateMar 2015
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees4
Clients700
DateFeb 2015
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateDec 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateNov 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateOct 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateOct 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateSep 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateAug 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateJun 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateMar 2014
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients700
DateSep 2013
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees8
Clients600
DateMar 2013
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees8
Clients600
DateFeb 2013
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees3
Clients500
DateJan 2013
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees3
Clients500
DateJan 2013
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees3
Clients500
DateNov 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees3
Clients500
DateNov 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees3
Clients500
DateOct 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees1
Clients500
DateOct 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees1
Clients500
DateSep 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees1
Clients500
DateJul 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees1
Clients500
DateJul 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees5
Clients--