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Home > Retirement Planners > florida > tampa > MUTUAL TRUST ASSET MGMT., INC.
MUTUAL TRUST ASSET MGMT., INC.
2701 N. Rocky Point Drive, Suite 1000
Tampa, Florida 33607
Tel: 813-264-0440
About MUTUAL TRUST ASSET MGMT., INC.
MUTUAL TRUST ASSET MGMT, INC, formally registered with the SEC as MUTUAL TRUST ASSET MGMT, INC. The firm was established in 08/29/2017. They have over 4 offices throughout the country.
MUTUAL TRUST ASSET MGMT., INC. is a Tampa, Florida based Financial Planning firm with nearly $241,372,086 assets under management, offering retirement planning & investment advisory services to 1915 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121364 |
| SEC# | 801-111062 |
| Assets Managed by Firm | $241,372,086 |
| No. of Clients | 1915 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FINANCIAL PLANNING & ADVISORY)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ESTATE & FINANCIAL PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1915 | $241,372,086 |
| Individuals (other than high net worth individuals) | 854 | $206,894,456 |
| High net worth individuals | 31 | $34,477,630 |
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