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 has been registered with the SEC since 1966. The firm is individually owned and is classified in the dataset as "unclassified." It does not present itself as a capital allocator and is not identified as an active ESG investor. The adviser is recorded as neither multi-state nor newly formed, and it is not listed as a pension consultant or a related adviser.
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 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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