TMFS-BOISE, LLC

THE MUTUAL FUND STORE
DUBLIN, Ohio·6 registered advisors·CRD# 159851
SEC# 801-72929614-717-0707
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 ManagementFee-Only Advisory
04

Advisors at TMFS-BOISE, LLC

6 registered advisors
Kevin Lawrence Kavanaugh
DUBLIN, Ohio
Lawrence William Klee
DUBLIN, Ohio
Mark Edward Lux
DUBLIN, Ohio
Matthew Joseph Lux
DUBLIN, Ohio
Michael Douglas Mercuri
DUBLIN, Ohio
Richard Brayden Melzer
DUBLIN, Ohio
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.