The Mutual Fund Store West Palm Beach, LLC (Overland Park)

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

The Mutual Fund Store West Palm Beach, LLC is a pension cosultant based in Overland Park. It manages $863.91 thousand of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Kansas.

The Mutual Fund Store West Palm Beach provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Mutual Fund Store West Palm Beach: assets under management

The assets under management (AUM) of The Mutual Fund Store West Palm Beach, LLC is $863.91 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $863.91 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Mutual Fund Store West Palm Beach, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Mutual Fund Store West Palm Beach, LLC

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

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Raymond Braudis	President, the mutual fund store-west palm beach, llc	1 Apr 2007	Other	3078442
Jon Peter Bentz	Member/secretary	1 Apr 2007	Other	2224183
Jason Michael Black	Member/asst. secretary	1 Apr 2007	Other	2345172
Clifford Merril Brandt	Chief compliance officer	1 Apr 2007	Other	1902051
Adam Stuart Bold	Chief executive officer	1 Apr 2007	50% - 75%	2246043
Llc Tmfs Holdings	Holding company	1 Apr 2007	75% - 100%	43-1899520
Christopher Raymond Braudis	Vice president retail operations	1 Aug 2007	Other	3078442
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
Clifford Merril Brandt	Chief compliance officer	1 Aug 2007	Other	1902051
Adam Stuart Bold	Chairman	1 Aug 2007	25% - 50%	2246043
David Franklin Byers	Chief executive officer	1 Aug 2007	Other	5336656
Chris Elliott	Chief financial officer	1 Aug 2007	Other	5412543
Chris Eugene Elliott	Chief financial officer	1 Aug 2007	Other	5412543
Christopher Raymond Braudis	President	1 Jul 2008	Other	3078442
Adam Stuart Bold	Chairman/chief executive officer	1 Jul 2008	Other	2246043

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Adam Stuart Bold	Shareholder, ceo	1 Feb 2006	75% - 100%	2246043
Inc Tmfs Holdings	Shareholder	1 Feb 2006	50% - 75%	20-4305410
Inc Tmfs Holdings	Member	1 Aug 2007	50% - 75%	20-4305410

Based in Overland Park

The principal office where The Mutual Fund Store West Palm Beach, 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 Delray Beach, FL. 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 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.