Sign in
Create a free account
MUTUAL TRUST ASSET MGMT., INC.
TAMPA, FL
813-264-0440
SEC #801-111062Total AUM
$58.4M
Employees
4Clients
120Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2701 N. ROCKY POINT DRIVE
SUITE 1000
TAMPA
FL 33607
United States
SUITE 1000
TAMPA
FL 33607
United States
Operating Hours
9 TO 5
Monday - Friday
Monday - Friday
Phone
813-264-0440
Other Offices
4
Financials
Total AUM
$58.4M
Accounts
120Discretionary
$58.4M
Accounts
120Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
112AUM
$30.4M
HNW Individual Clients
8AUM
$28M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE & FINANCIAL PLANNING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING & ADVISORY
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLTN
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.