Mutual Fund Protection Service
● SEC registered since 2016CRD 115961SEC# 801-107321Denver, CO
Reg. AUM
$90.9M
Employees
3
Accounts
194
Location
Denver, CO
Mutual Fund Protection Service assets under management
Mutual Fund Protection Service is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2016. It reports $90.9 million in regulatory assets under management and employs 3 people.
Mutual Fund Protection Service owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominick Paoloni Control | President | Over 75% | 1993 |
| Mallory Ellen Bramer | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Mutual Fund Protection Service manage?
Mutual Fund Protection Service reports $90.9 million in regulatory assets under management on its Form ADV.
How many employees does Mutual Fund Protection Service have?
Mutual Fund Protection Service reports 3 employees.
Where is Mutual Fund Protection Service located?
Mutual Fund Protection Service is based in Denver, CO and has been SEC-registered since 2016.
Does Mutual Fund Protection Service disclose fund performance?
Mutual Fund Protection Service is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 S. Wadsworth Blvd., Suite 540, Denver, CO 80226 |
| Phone | 303-697-3174 |
| Fax | 303-697-3751 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$90.9M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$90.9Mregulatory AUM
Discretionary $90.7MNon-discretionary $233K