Overview
Assets Under Management: $102 million
Headquarters: DENVER, CO
Frequently Asked Questions
MUTUAL FUND PROTECTION SERVICE 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 #115961), MUTUAL FUND PROTECTION SERVICE is subject to fiduciary duty under federal law.
MUTUAL FUND PROTECTION SERVICE is headquartered in DENVER, CO.
According to their SEC Form ADV, MUTUAL FUND PROTECTION SERVICE offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MUTUAL FUND PROTECTION SERVICE manages $102 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, MUTUAL FUND PROTECTION SERVICE serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Total Client Accounts: 198
Discretionary Accounts: 188
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 115961
Filing ID: 1951072
Last Filing Date: 2025-03-07 13:33:00
Website: https://investps.com