MUTUAL ADVISORS, LLC

9140 W Dodge Road
Suite 230
Omaha, Nebraska 68114
Tel: 307-439-6357

About MUTUAL ADVISORS, LLC

MUTUAL ADVISORS, LLC, formally registered with the SEC as MUTUAL ADVISORS, LLC. The firm was established in 05/26/2013. They have over 72 offices throughout the country.

MUTUAL ADVISORS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $5,305,999,278 assets under management, offering retirement planning & investment advisory services to 20842 clients. The firm is staffed with 262 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167658
SEC#	801-78089
Assets Managed by Firm	$5,305,999,278
No. of Clients	20842
No. of Advisors	262

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	20842	$5,305,999,278
Individuals (other than high net worth individuals)	7354	$1,786,991,611
High net worth individuals	1393	$3,017,051,325
Pension and profit sharing plans	89	$272,215,880
Corporations or other businesses	33	$190,825,384

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AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$23,108,472,280	1823	50
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$19,943,561,186	96956	1111
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