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 a corporate-structured advisory firm that has been registered with the SEC since 1966. The firm is individually owned and is recorded in public filings as having an "unclassified" business profile. Available records indicate it is not positioned as a capital allocator and it does not identify as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot information contains only high-level administrative attributes; the firm has not provided public detail about its client types, fee schedules, specific advisory activities, or broader business practices.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 9
  • Terrance Collins

    Senior Vice PresidentCRD 1040632

  • Edward Stendardi

    Investment RepresentativeCRD 1140631

  • Grant Perry

    Plan ManagerCRD 4235809

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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