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Mutual Fund transfer agent, fund account and fund administrator.

Our company provides transfer agent and accounting services for mutual funds. We give personalized service to our clients and to their shareholders. Qualities that are usually not found in larger transfer agents. We specialize in an array of services including: fund accounting, regulatory compliance, administrative, and transfer agent services.

Contact
  • Fri 9:00 AM - 5:00 PM
    OPEN NOW
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Mutual Shareholders Service
Cleveland, OH
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Detailed Information
  • Location TypeNA
  • Opening Date1999
  • Annual Revenue Estimate$1 to 2.5 million
  • SIC Code show
  • Employees20 to 49
  • Contactsshow
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