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MUTUAL ADVISORS, LLC
OMAHA, NE
307-439-6357
SEC #801-78089Total AUM
$8.5B
Employees
208Clients
9,474Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9140 W DODGE ROAD
SUITE 230
OMAHA
NE 68114
United States
SUITE 230
OMAHA
NE 68114
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
307-439-6357
Other Offices
75
Financials
Total AUM
$8.5B
Accounts
26,800Discretionary
$8.4B
Accounts
25,141Non-Discretionary
$161.7M
Accounts
1,659
Clients
Individual Clients
7,101AUM
$2B
HNW Individual Clients
2,189AUM
$6B
Pension/Profit Sharing Plan Clients
105AUM
$225.6M
Sovereign Wealth Fund Clients
1AUM
$44.9M
Corporation or Business Clients
78AUM
$207.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.