The Mutual Fund Store

Independent fee-based investment advisory services
Invested in
2006
Status

Acquired by Warburg Pincus 2011

Location
Overland Park, KS
Sector
Growth Products & Services
Sector
Growth Products & Services

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The Mutual Fund Store is an independent fee-based investment advisory business with owned and franchised locations across the United States, collectively managing over $5.0 billion in assets for retail clients.

How Summit Partners Helped

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