Mutual Funds Associates Inc.
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 2856
- Registered since
- December 6, 1966
- Website
- www.corealpha.com
Firm profile
FINTRXOverview
Mutual Funds Associates Inc. is a privately owned corporation that has been SEC-registered since 1966. The firm is listed as an individually owned adviser and is classified in the record as "Unclassified." The profile flags that the firm does not operate as a capital allocator and it is not identified as an active ESG investor. It is not registered as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Terrance Collins
Senior Vice PresidentCRD 1040632
Edward Stendardi
Investment RepresentativeCRD 1140631
Grant Perry
Plan ManagerCRD 4235809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1701 Chili Ave
- Time zone
- ET (UTC-5)
- Office locations
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