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Tmfs Norfolk, Va LLC; The Mutual Fund Store (Virginia Beach)


Tmfs Norfolk, Va LLC; The Mutual Fund Store is a large advisory firm based in Virginia Beach. It manages $25.38 million of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.

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Tmfs Norfolk, Va LLC; The Mutual Fund Store provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmfs Norfolk, Va LLC; The Mutual Fund Store: assets under management

The assets under management (AUM) of Tmfs Norfolk, Va LLC; The Mutual Fund Store is $25.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1525% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tmfs Norfolk, Va LLC; The Mutual Fund Store for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Virginia Beach

The principal office where Tmfs Norfolk, Va LLC; The Mutual Fund Store performs its advisory services is located at 1560 Laskin Road, Virginia Beach, VA 23451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-201-7444 or by fax 757-201-7338. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.


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