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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.

The Mutual Fund Store

The Mutual Fund Store may be on the block

Posted by RJ and Makay on Jun 28, 2011

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One of the largest investment advisory firms in the country is up for sale, according to a source familiar with the matter. The Mutual Fund Store, which has $6.4 billion in assets and 68,000 client accounts, is rumored to being shopped by J.P. Morgan Chase on behalf of the company’s founder, Adam Bold. The asking price is between $300 million and $350 million, the source, who asked not to be named, said in an Investment News article yesterday.