The Mutual Fund Store

The Mutual Fund Store Overview

Founded 1996
Founded
Status Acquired/​Merged
Employees 345
Employees
Latest Deal Type M&A
Financing Rounds 4

The Mutual Fund Store General Information

Description

Provider of investment advisory services. The company provides personalized investment advice, asset management, mutual funds, investment research, investment management and individual retirement account services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 11095 Metcalf Avenue
  • Overland Park, KS 66210
  • United States
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The Mutual Fund Store Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The Mutual Fund Store Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
Portfolio Solutions Private Equity-Backed Troy, MI 00 00 000000
00000 000000000 00 Formerly PE-Backed New York, NY 0000 00000 00000000 00000
0000000 0000000000 Corporate Backed or Acquired Newport Beach, CA 0000 00000 000000000 00000
000000000 000000 Formerly PE-Backed New York, NY 0000 00000 00000000
0000000000 0000000 Formerly PE-Backed Boston, MA 000000000000

The Mutual Fund Store Executive Team (10)

Name Title Board Seat Contact Info
Ted Bloomberg Chief Operating Officer & Head, Operations
Brian Jensen Managing Partner
Chris Bouffard Chief Investment Officer
Adam Bold Chairman & Founder
Jennifer Ervin Client Services Manager

4 Former Executives

The Mutual Fund Store Board Members (8)

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Name Representing Role Since
0000 0000 The Mutual Fund Store Chairman & Founder 000 0000
00000 000000 Self Board Member 000 0000

6 Former Board Members

The Mutual Fund Store Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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