Multi Fund Management Inc is an adviser based in Louisville. It manages $55.43 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kentucky and Texas.
Multi Fund Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Multi Fund Management Inc is $55.43 million. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Multi Fund Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Goodman has been acting as President since 1 Feb 1994. David Handmake joined the executive team most recently as the Ceo.
The principal office where Multi Fund Management Inc performs its advisory services is located at 7508 New Lagrange Road, Louisville, KY 40222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 502-423-0222 or by fax 502-423-0777. The normal business hours are 9-5 on Monday - Friday.