Thursday, June 10, 2010

New Milestone for The Mutual Fund Store

The Mutual Fund Store continues to climb.

The fee-only registered investment adviser for the mass affluent is up another spot in the annual Investment News list of largest independent financial advisers. The company Adam Bold founded 14 years ago now sits at number five nationally with more than five billion dollars in assets under management as of March 31, 2010. Click here to see the list on the Investment News website.

In terms of total clients, The Mutual Fund Store is the head-and-shoulders leader in the field with more than 28,000 clients as of March 31, 2010.

The Mutual Fund Store also makes the Investment News list of fastest growing independent advisers; assets under management grew 52% from the end of 2008 to March of 2010.

A little information about The Mutual Fund Store and Adam Bold:

• Adam is the founder, CEO and chief investment officer of The Mutual Fund Store, with nearly 70 offices across the country

• The company is based in Overland Park, KS and is a fee-based advisor, with a minimum initial investment of just $50,000

• Adam is also host of “The Mutual Fund Show,” a syndicated radio call-in program, and authored The Bold Truth About Investing: Ten Commandments for Building Personal Wealth, released last May by Random House/Ten Speed Press.

• The Mutual Fund Store has a local location in Westminster (303-280-0626) and Highlands Ranch (303-799-4565), Colorado.

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