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Mutual Trust Advisory Group, Inc.

● SEC registered since 2021CRD 277060SEC# 801-121401Estero, FL
Export (members)
Reg. AUM
$128M
Employees
2
Accounts
424
Location
Estero, FL

Mutual Trust Advisory Group, Inc. assets under management

Mutual Trust Advisory Group, Inc. is an SEC-registered investment adviser based in Estero, FL. The firm has been registered since 2021. It reports $128 million in regulatory assets under management and employs 2 people.
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Mutual Trust Advisory Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Scott Randal Schatzle ControlPresident, CcoOver 75%2013

Frequently asked questions

How much does Mutual Trust Advisory Group, Inc. manage?

Mutual Trust Advisory Group, Inc. reports $128 million in regulatory assets under management on its Form ADV.

How many employees does Mutual Trust Advisory Group, Inc. have?

Mutual Trust Advisory Group, Inc. reports 2 employees.

Where is Mutual Trust Advisory Group, Inc. located?

Mutual Trust Advisory Group, Inc. is based in Estero, FL and has been SEC-registered since 2021.

Does Mutual Trust Advisory Group, Inc. disclose fund performance?

Mutual Trust Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23190 Fashion Drive, Suite P203, Estero, FL 33928
Phone239-204-4333
Fax239-204-4330
Office hours8:30 - 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128M
Non-discretionary$0
Total (RAUM)$128M