Mutual Trust Asset Mgmt., Inc.
Mutual Trust Asset Mgmt., Inc. (CRD# 121364) is a financial advisory firm headquartered in , . They manage $241,372,086 in 1,915 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management241MILLION
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Total Number of Accounts1,915ACCOUNTS
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Average Account Value$126,043
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, MA, MN, TX
Jed Bandes (CRD# 722806) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 43 years of experience in the finance industry.
Allen Claggett (CRD# 5694090) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 13 years of experience in the finance industry.
Steven Holland (CRD# 2171208) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 16 years of experience in the finance industry.
Matthew Marone (CRD# 2651141) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 24 years of experience in the finance industry.
Sean Pendray (CRD# 2465849) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Coral Gables, FL and has over 15 years of experience in the finance industry.
Michael Riley (CRD# 2341131) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 18 years of experience in the finance industry.
Michael Gilbert (CRD# 5848511) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, Fl, FL and has over 8 years of experience in the finance industry.