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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    1,915
    ACCOUNTS
  • Average Account Value
    $126,043
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MA, MN, TX

Financial Advisors at Mutual Trust Asset Mgmt., Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jed E. Bandes
CRD#: 722806
Saint Petersburg, FL

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.

2
Allen L. Claggett
CRD#: 5694090
Saint Petersburg, FL

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.

3
Steven L. Holland
CRD#: 2171208
Saint Petersburg, FL

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.

4
Matthew E. Marone
CRD#: 2651141
Saint Petersburg, FL

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.

5
Sean S. Pendray
CRD#: 2465849
2525 Ponce De Leon Blvd, Ste 300, Coral Gables, FL 33134

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.

6
Michael D. Riley
CRD#: 2341131
Saint Petersburg, FL

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.

7
Michael C. Gilbert
CRD#: 5848511
1499 Gulf To Bay Blvd, Clearwater, Fl, FL 33755

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.

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