The Mutual Fund Store:
One of the Leading Middle Market-Focused Fee-Based Financial Advisors

Recently Released!!!
Date Published: May 15, 2015
Summary Power Point Deck: 23 Slides
Reference Power Point Deck: 61 Slides

The Mutual Fund Store was founded by Adam Bold in 1996 and is based in Overland Park, KS. The firm operates in 34 states, has 73 offices, 300 employees, 104 investment advisors, 32,000 clients, 67,950 accounts, $6.5 billion assets under management, and is led by its Chairman Adam Bold & CEO John Bunch. The Mutual Fund Store's web sites can be found at,, &

The Mutual Fund Store's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Summit Partners Phase
  • Warburg Pincus Phase
Its profile includes the key statistics of the firm, including its number of states, offices, employees, clients, accounts, assets under management, net flows, revenues, & net profits.
Its profile includes detailed outlines of its core services:
  • Personalized Investment Plans
  • Asset Allocations Recommended by the Mutual Fund Research Center
  • Access to Non-Load & Load-Waived Mutual Funds
  • Asset Management
  • Easy 401K Rollovers
  • Retirement Paychecks
And its profile concludes with the highlights of its organizational structure & ownership.

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