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Corporate
 The Mutual Fund Store® is the first nationally-branded, independent, Registered Investment Adviser organization in the United States. Founded in 1996 by Adam Bold, The Mutual Fund Store® system includes more than 65 locations across the U.S.
The Mutual Fund Store® investment advisors provide investment advisory services to clients using mutual funds and assset allocation models recommended by The Mutual Fund Research Center, LLC, under the direction of Chief Investment Officer Adam Bold, founder of
The Mutual Fund Store®, and Stacey Schreft, Director of Investment Strategy. This location is part of The Mutual Fund Store®, a nationwide system of registered investment advisory firms which includes independently-owned and operated franchise Stores and company-owned Stores. For the period ended June, 30, 2009, The Mutual Fund Store® system of investment advisors collectively managed more than $3.7 billion in assets for more than 26,000 clients. Ask your investment advisor about your Store’s specific client and asset information.
The Mutual Fund Store has received numerous awards and recognition, including the following:
- Wealth Manager 2009 survey: No. 22 in client assets under management and No. 1 in number of client relationships among financial advisory firms in the U.S not registered as broker/dealers, banks or trusts.
- Financial Advisor magazine 2009 survey: 10th-largest Registered Investment Adviser in the U.S. by assets under management and No. 2 in growth of assets under management among firms which manage $1 billion or more in the magazine's 2008 survey
- Inc. magazine 5000 list of the fastest-growing private companies in the country : No. 1,386 in 2007 and No. 1,392 in 2008
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