The Mutual Fund Store

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

1317 NE Douglas St, Lees Summit, Missour...

Phone Number

(816) 347-0200

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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About The Mutual Fund Store

Edelman Financial Engines is a leading provider of financial planning and investment management services. The company specializes in helping individuals and families achieve their financial goals through personalized financial advice and comprehensive investment strategies. Their clients typically include working professionals, retirees, and those seeking to optimize their financial future. Through a combination of technology and personal consultation, Edelman Financial Engines aims to simplify the complexities of financial planning.Explore more
The Mutual Fund Store's Social MediaPopular Searchesthe mutual fund store LLCMutual Fund StoreThe Mutual Fund StoreMutual Fund Store LLCThe Mutual Fund Store IncSIC Code 62,628NAICS Code 52,523Show more

The Mutual Fund Store Org Chart

PhoneEmail
SH
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Senior VP, Investments

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WK
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Senior VP, Investments

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MS
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Ex. Senior Vice President Uti Mutual Fund

PhoneEmail
RT
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Vice President, Investments

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PhoneEmail
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GB
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Director of Retmnt Plans

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Mutual Fund Store

$6.6M
11-50
Private
-
1996
SH
Scott HendersonSenior VP, Investments
<$5M
1-10
Private
-
2002
MW
Mary WuilloudRegistered Investment Advisor
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Mutual Fund Store is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Mutual Fund Store is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Mutual Fund Store.

The Mutual Fund Store Tech Stack

A closer look at the technologies used by The Mutual Fund Store

Top Finance Companies

Frequently Asked Questions Regarding The Mutual Fund Store

What is The Mutual Fund Store's official website?
The Mutual Fund Store's official website is www.mutualfundstore.com
What is The Mutual Fund Store's Revenue?
The Mutual Fund Store's revenue is $6.6 Million
What is The Mutual Fund Store's SIC code?
The Mutual Fund Store's SIC: 62,628
What is The Mutual Fund Store's NAICS code?
The Mutual Fund Store's NAICS: 52,523
How many employees does The Mutual Fund Store have?
The Mutual Fund Store has 11-50 employees
What industry does The Mutual Fund Store belong to?
The Mutual Fund Store is in the industry of: Finance, Securities Trading
What is The Mutual Fund Store competition?
The Mutual Fund Store top competitors include: Wainwright Investment Counsel, Woodmont Investment Counsel, Wealth Advisory Services, Journey Capital Advisers
What companies has The Mutual Fund Store acquired?
The Mutual Fund Store has acquired the companies: The Mutual Fund Show
What technology does The Mutual Fund Store use?
Some of the popular technologies that The Mutual Fund Store uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact The Mutual Fund Store?
The Mutual Fund Store contact info: Phone number: (816) 347-0200 Website: www.mutualfundstore.com
What does The Mutual Fund Store do?

Edelman Financial Engines is a leading provider of financial planning and investment management services. The company specializes in helping individuals and families achieve their financial goals through personalized financial advice and comprehensive investment strategies. Their clients typically include working professionals, retirees, and those... seeking to optimize their financial future. Through a combination of technology and personal consultation, Edelman Financial Engines aims to simplify the complexities of financial planning.Read More

What are The Mutual Fund Store social media links?
The Mutual Fund Store Linkedin page The Mutual Fund Store Twitter page
Is The Mutual Fund Store a public company?
The Mutual Fund Store is private company therefore does not currently have an official ticker symbol
See more information about The Mutual Fund Store

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