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TMFS-BOISE, LLC
TMFS-BOISE, LLC
THE MUTUAL FUND STORE
DUBLIN, Ohio
·
6 registered advisors
·
CRD# 159851
SEC# 801-72929
614-717-0707
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at TMFS-BOISE, LLC
6 registered advisors
Kevin Lawrence Kavanaugh
DUBLIN, Ohio
CRD# 1163830
Lawrence William Klee
DUBLIN, Ohio
CRD# 5063525
Mark Edward Lux
DUBLIN, Ohio
CRD# 719578
Matthew Joseph Lux
DUBLIN, Ohio
CRD# 5063521
Michael Douglas Mercuri
DUBLIN, Ohio
CRD# 5063527
Richard Brayden Melzer
DUBLIN, Ohio
CRD# 5063526
05
Office Locations
DUBLIN, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. TMFS-BOISE, LLC (CRD# 159851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.