Bold denies Mutual Fund Store up for sale, but sources say deal in the works
Despite denials by Mutual Fund Store founder Adam Bold, sources claim the giant RIA is on the block. One says the firm is being valued at around $300 million.
The Mutual Fund Store, one of the largest registered investment advisory firms in the country, is up for sale, according to two sources familiar with the matter.
JPMorgan Chase & Co. is said to be shopping the firm, which has $6.4 billion in assets and 68,000 client accounts, on behalf of its foun
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