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 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
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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