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MUTUAL TRUST ADVISORY GROUP
23190 Fashion Drive
Suite P203
Estero, Florida 33928
Tel: 239-204-4333
About MUTUAL TRUST ADVISORY GROUP
MUTUAL TRUST ADVISORY GROUP, formally registered with the SEC as MUTUAL TRUST ADVISORY GROUP. The firm was established in 06/07/2021. They have over 1 offices throughout the country.
MUTUAL TRUST ADVISORY GROUP is a Estero, Florida based Financial Planning firm with nearly $164,513,271 assets under management, offering retirement planning & investment advisory services to 423 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 277060 |
| SEC# | 801-121401 |
| Assets Managed by Firm | $164,513,271 |
| No. of Clients | 423 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 423 | $164,513,271 |
| Individuals (other than high net worth individuals) | 126 | $52,221,477 |
| High net worth individuals | 31 | $112,291,794 |
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