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 organized as a corporation and is registered with the SEC (registration recorded in 1966). The firm is reported as individually owned and is classified in the available summary as "unclassified." The record indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, not identified as a pension consultant, and is not listed as a related adviser. The snapshot does not disclose detailed descriptions of the firm's advisory activities, client base, fee structure or business lines, so there is limited public detail on the services it provides or the investor segments it targets.
Assets & Accounts
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 9Scott Zollo
PresidentCRD 2172869
Bette Cardamone
Investment RepresentativeCRD 434104
Terrance Collins
Senior Vice PresidentCRD 1040632
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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