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 with individual ownership. The firm is categorized as unclassified in the dataset and does not identify as a capital allocator. The profile indicates the firm does not position itself as an active ESG investor. Other descriptors in the record note the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. Information about client segments, fee schedules, and specific advisory services was not provided in the source dataset.
Assets & Accounts
Investments & Alternatives
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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