The Mutual Fund Store Saint Louis, LLC (Overland Park)

Name: The Mutual Fund Store Saint Louis, LLC
Address: 7301 College Boulevard, Overland Park, KS, 66210
Telephone: 913-319-8100

The Mutual Fund Store Saint Louis, LLC is a large advisory firm based in Overland Park. It manages $342.83 million of regulatory assets for 3,679 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.

The Mutual Fund Store Saint Louis provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Mutual Fund Store Saint Louis: assets under management

The assets under management (AUM) of The Mutual Fund Store Saint Louis, LLC is $342.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 273% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $342.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store Saint Louis, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Mutual Fund Store Saint Louis, LLC

Adam Stuart Bold has been acting as President since 1 Aug 2007. Christopher Raymond Braudis joined the executive team most recently as the Vice President Retail Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Adam S Bold	Founder and chief investment officer	1 Nov 2000	25% - 50%	2246043
Christopher Raymond Braudis	Manager	1 Nov 2000	Other	3078442
Inc. Venvest	Member	1 Nov 2000	50% - 75%	43-1829225
Adam Stuart Bold	Founder and chief investment officer	1 Nov 2000	25% - 50%	2246043
Llc Tmfs Holdings	Holding company	1 Feb 2006	75% - 100%	43-1899520
Clifford M. Brandt	Chief compliance officer	1 Oct 2006	Other	1902051
Clifford Merril Brandt	Chief compliance officer	1 Jan 2007	Other	1902051
Adam Stuart Bold	Chairman	1 Aug 2007	Other	2246043
Christopher Raymond Braudis	Vice president retail operations	1 Aug 2007	Other	3078442
Clifford Merril Brandt	Chief compliance officer	1 Aug 2007	Other	1902051
David Franklin Byers	Chief executive officer	1 Aug 2007	Other	5336656
Jon Peter Bentz	Vice president company operations/secretary	1 Aug 2007	Other	2224183
Jason Michael Black	Assistant vice president company operations/assistant secretary	1 Aug 2007	Other	2345172
Chris Elliott	Chief financial officer	1 Aug 2007	Other	5412543
Chris Eugene Elliott	Chief financial officer	1 Aug 2007	Other	5412543

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Douglas Abrams	Managing director	1 Jan 1999	25% - 50%	4530866
John Richard Young	Managing director	1 Jan 1999	25% - 50%	4530872
Adam Stuart Bold	Active	1 Feb 2006	50% - 75%	2246043
Llc Summit Accelerator Partners	Investor	1 Feb 2006	25% - 50%	135256
Inc Tmfs Holdings	Shareholder	1 Feb 2006	50% - 75%	20-4305410

Based in Overland Park

The principal office where The Mutual Fund Store Saint Louis, LLC performs its advisory services is located at 7301 College Boulevard, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Shiloh, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-319-8100 or by fax 913-319-8181. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.