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| Mutual Advisors LLC
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| |
|---|---|
| CRD # | 167658 |
| SEC # | 801-78089 |
| CIK # | 0001694080 |
| AUM | $6.9 BB (2024-08-29) |
| Employees | 255 (52% Investors, 64% Brokers) |
| Phone | 307-439-6357 |
| Address | 9140 W Dodge Road Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| LLY | 301.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| CBSH | 8.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| META | 434.9 | 0.0 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,018 | 2.2 |
| (b) Individuals (high net worth individuals) | 1,678 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 105 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 80 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 20,381 | 6.9 |
| By Discretionary | ||
| Discretionary | 18,522 | 6.1 |
| Non-Discretionary | 1,859 | 0.8 |
| Total | 20,381 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 20,381 | 6.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001694080] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McMorgan & Company LLC
✚
|
CA | 7.1 |
|
Valmark Advisers Inc
✚
|
OH | 7.0 |
|
Crossmark Global Investments Inc
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|
TX | 7.0 |
|
Stephens Investment Management Group LLC
✚
|
AR | 7.0 |
|
Perigon Wealth Management LLC
✚
|
CA | 6.9 |
|
Asset Preservation Advisors LLC
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|
GA | 6.9 |
|
Greenspring Advisors LLC
✚
|
MD | 6.9 |
|
Joel Isaacson & Co LLC
✚
|
NY | 6.9 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 6.9 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 6.8 |