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Mutual Advisors, LLC

● SEC registered since 2013CRD 167658SEC# 801-78089Omaha, NE
Export (members)
Reg. AUM
$6.75B
Employees
189
Accounts
21,515
Location
Omaha, NE

Mutual Advisors, LLC assets under management

Mutual Advisors, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2013. It reports $6.8 billion in regulatory assets under management and employs 189 people.

Mutual Advisors, LLC owners & executives

20 reported
NameTitleOwnershipSince
Aaron T Jasper ControlChief Executive OfficerUnder 5%2017
Amy Marie Jansen ControlVice President Service And OperationsUnder 5%2024
Charles Adam Kelsey ControlVp, Service And OperationsUnder 5%2019
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Frequently asked questions

How much does Mutual Advisors, LLC manage?

Mutual Advisors, LLC reports $6.8 billion in regulatory assets under management on its Form ADV.

How many employees does Mutual Advisors, LLC have?

Mutual Advisors, LLC reports 189 employees.

Where is Mutual Advisors, LLC located?

Mutual Advisors, LLC is based in Omaha, NE and has been SEC-registered since 2013.

Does Mutual Advisors, LLC disclose fund performance?

Mutual Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9140 W Dodge Road, Suite 230, Omaha, NE 68114
Phone307-439-6357
Fax307-235-0700
Office hours7:30 a.m. - 4:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1694080
Discloses disciplinary historyNo

Assets under management

Discretionary$6.3B
Non-discretionary$453.8M
Total (RAUM)$6.75B