MUTUAL TRUST ADVISORY GROUP
Total AUM
$165.8M
Employees
3Clients
176Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
23190 FASHION DRIVE
SUITE P203
ESTERO
FL 33928
United States
SUITE P203
ESTERO
FL 33928
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
239-204-4333
Financials
Total AUM
$165.8M
Accounts
491Discretionary
$165.8M
Accounts
491Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
126AUM
$64.7M
HNW Individual Clients
50AUM
$101.1M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNCSCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.