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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mutual Trust Asset Mgmt Inc
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|---|---|
| CRD # | 121364 |
| SEC # | 801-111062 |
| CIK # | |
| AUM | $57.4 M (2025-05-14) |
| Employees | 7 (57% Investors, 100% Brokers) |
| Phone | 813-264-0440 |
| Address | 2701 N Rocky Point Drive Tampa, FL 33607 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 22.6 |
| (b) Individuals (high net worth individuals) | 16 | 34.8 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 92 | 57.4 |
| By Discretionary | ||
| Discretionary | 92 | 57.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 92 | 57.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.4 | |
| Total | 92 | 57.4 |
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|---|---|---|
|
Pathway Partners Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Aventura Capital Management LLC
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FL | 0.1 |
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Cypress Capital Group Inc
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FL | 0.1 |
|
Network Investment Advisors Incorporated
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NY | 0.1 |
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Brown Financial Management Group LLC
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NY | 0.1 |
|
Quantify Chaos Advisors LLC
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|
0.1 | |
|
Kane Financial LLC
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|
NY | 0.1 |
|
WIN Team Insurance Services Inc
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|
CA | 0.1 |
|
MINT Asset Management LLC
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|
NY | 0.1 |
|
CWM Partners LLC
✚
|
0.1 |