Mutual Funds Associates Inc.

Broker-DealerFINRA MemberEst. 1966
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Rochester, New York
CRD number
2856
Registered since
December 6, 1966

Firm profile

FINTRX

Overview

Mutual Funds Associates Inc. is recorded as a corporate adviser that has been SEC-registered since 1966. Ownership is listed as individual rather than institutional, and the firm is categorized in FINTRX as "unclassified," with limited published detail about its business model or client segments. The public record flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. Additional status flags indicate it is not a multi-state adviser, not a pension consultant, not a related adviser, and it is not newly formed. FINTRX does not provide descriptions of the firm’s advisory activities, fee schedule, or target client types, so the specific services offered and the investment mandate (if any) are not documented in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Terrance Collins

    Senior Vice PresidentCRD 1040632

  • Edward Stendardi

    Investment RepresentativeCRD 1140631

  • Grant Perry

    Plan ManagerCRD 4235809

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth