The Mutual Fund Store Overview
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.
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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 Former Investors
| Investor Name |
Investor Type |
Holding |
Investor Since |
Participating Rounds |
Contact Info |
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