THE MUTUAL FUND STORE-HOUSTON, LLC
Legal name: THE MUTUAL FUND STORE
CRD #165877 SEC #801-77297 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$126.6M
Discretionary
$126.6M
Employees
6
Clients
0
Accounts
1,020
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2016 | $126.6M | $126.6M | $0 | 6 | 500 |
| Jul 2016 | $126.6M | $126.6M | $0 | 6 | 500 |
| Feb 2016 | $126.6M | $126.6M | $0 | 6 | 500 |
| Feb 2016 | $126.6M | $126.6M | $0 | 6 | 500 |
| Aug 2015 | $123.6M | $123.6M | $0 | 5 | 500 |
| Apr 2015 | $123.6M | $123.6M | $0 | 5 | 500 |
| Apr 2015 | $123.6M | $123.6M | $0 | 5 | 500 |
| Mar 2015 | $123.6M | $123.6M | $0 | 5 | 500 |
| Dec 2014 | $104.5M | $104.5M | $0 | 3 | 500 |
| Nov 2014 | $104.5M | $104.5M | $0 | 3 | 500 |
| Jun 2014 | $104.5M | $104.5M | $0 | 3 | 500 |
| Mar 2014 | $104.5M | $104.5M | $0 | 3 | 500 |
| Mar 2014 | $104.5M | $104.5M | $0 | 3 | 400 |
| Sep 2013 | $75.9M | $75.9M | $0 | 2 | 400 |
| Mar 2013 | $75.9M | $75.9M | $0 | 2 | 400 |
| Mar 2013 | $75.9M | $75.9M | $0 | 2 | 400 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateSep 2016
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees6
Clients500
DateJul 2016
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees6
Clients500
DateFeb 2016
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees6
Clients500
DateFeb 2016
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees6
Clients500
DateAug 2015
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients500
DateApr 2015
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients500
DateApr 2015
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients500
DateMar 2015
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients500
DateDec 2014
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees3
Clients500
DateNov 2014
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees3
Clients500
DateJun 2014
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees3
Clients500
DateMar 2014
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees3
Clients500
DateMar 2014
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees3
Clients400
DateSep 2013
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees2
Clients400
DateMar 2013
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees2
Clients400
DateMar 2013
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees2
Clients400
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0