The Mutual Fund Store - Ownership and Business Overview

Financial ServicesCompany

The Mutual Fund Store Ownership

Who owns The Mutual Fund Store?

The Mutual Fund Store is owned by Edelman Financial Engines. It was acquired on November 5, 2015.

Was The Mutual Fund Store formerly PE-backed?

Yes. The Mutual Fund Store was formerly owned by 2 private investors.

The Mutual Fund Store Business Overview

Where is The Mutual Fund Store headquartered?

The Mutual Fund Store is headquartered in Overland Park, Kansas.

How many employees does The Mutual Fund Store have?

The Mutual Fund Store has 345 employees.

What sector is The Mutual Fund Store in?

The Mutual Fund Store is a financial services company.

Financial Services M&A Summary in 2015

Out of 60 sectors in the Mergr database, financial services ranked 8 in number of deals in 2015. The largest financial services acquisition in 2015 was Visa Europe - which was acquired by Visa for $23.9B.

Join Mergr to view all 265 acquisitions of financial services companies in 2015, including 31 acquisitions by private equity firms, and 234 by strategics.

The Mutual Fund Store LLC

7301 College Boulevard, Suite 220,
Overland Park, Kansas 66210
United States,
(913) 319-8100
www.mutualfundstore.com

The Mutual Fund Store is an independent fee-based investment advisory business with owned and franchised locations across the United States, collectively managing over $9.0 billion in assets for retail clients.


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