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 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
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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