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| Mutual Trust Asset Mgmt Inc
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| |
|---|---|
| CRD # | 121364 |
| SEC # | 801-111062 |
| CIK # | |
| AUM | $241.4 MM (2024-05-15) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 727-799-9922 |
| Address | 546 16th Ave NE St Petersburg, FL 33704 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 854 | 206.9 |
| (b) Individuals (high net worth individuals) | 31 | 34.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,915 | 241.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,915 | 241.4 |
| Total | 1,915 | 241.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.4 | |
| Total | 1,915 | 241.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Freedom Financial Partners LLC
✚
|
MN | 0.2 |
|
FIG Wealth LLC
✚
|
CA | 0.2 |
|
Meredith Wealth Planning LLC
✚
|
IL | 0.2 |
|
Covington & Associates Inc
✚
|
NJ | 0.2 |
|
Veerkloh LLC
✚
|
IA | 0.2 |
|
Bull Street Advisors LLC
✚
|
GA | 0.2 |
|
Pack Private Wealth LLC
✚
|
MN | 0.2 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.2 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.2 |