Mutual Trust Advisory Group
Mutual Trust Advisory Group is an SEC-registered mass-market adviser in Estero, FL with $165.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Mutual Trust Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277060, SEC 801-121401, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $165.8M (2026-02-11)
- Firm type
- Mass-Market Adviser
- Location
- Estero, FL
- Employees
- 3
- Clients
- 176
- CRD
- 277060
- Ownership
- SCHATZLE, SCOTT, RANDAL
How much AUM does Mutual Trust Advisory Group have?
Mutual Trust Advisory Group reported $165.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Mutual Trust Advisory Group?
Disclosed owners and executives of Mutual Trust Advisory Group include SCHATZLE, SCOTT, RANDAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.