Mutual Trust Asset Mgmt., Inc.
Mutual Trust Asset Mgmt., Inc. is an SEC-registered mass-market adviser in Tampa, FL with $58.4M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Mutual Trust Asset Mgmt., Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121364, SEC 801-111062, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $58.4M (2026-05-11)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 4
- Clients
- 120
- CRD
- 121364
- Ownership
- BANDES, JED, E; CICCATI, RANDALL, LEE; RICHARDSON, PAUL, REID; CALTON & ASSOCIATES, INC.; CALTON, DWAYNE, KENT
How much AUM does Mutual Trust Asset Mgmt., Inc. have?
Mutual Trust Asset Mgmt., Inc. reported $58.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Mutual Trust Asset Mgmt., Inc.?
Disclosed owners and executives of Mutual Trust Asset Mgmt., Inc. include BANDES, JED, E, CICCATI, RANDALL, LEE, RICHARDSON, PAUL, REID, CALTON & ASSOCIATES, INC., CALTON, DWAYNE, KENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.