Overview
Assets Under Management: $192 million
Headquarters: TROY, MI
High-Net-Worth Clients: 137
Average Client Assets: $1.1 million
Frequently Asked Questions
MUTUAL FUND MANAGEMENT CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107538), MUTUAL FUND MANAGEMENT CO is subject to fiduciary duty under federal law.
MUTUAL FUND MANAGEMENT CO is headquartered in TROY, MI.
MUTUAL FUND MANAGEMENT CO serves 137 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MUTUAL FUND MANAGEMENT CO offers financial planning and portfolio management for individuals. View all service details ↓
MUTUAL FUND MANAGEMENT CO manages $192 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MUTUAL FUND MANAGEMENT CO serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.79%
Average Client Assets: $1.1 million
Total Client Accounts: 708
Discretionary Accounts: 707
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 107538
Filing ID: 1191256
Last Filing Date: 2018-03-29 21:32:00