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MUTUAL TRUST ASSET MGMT., INC.
Tel: 813-264-0440
2701 N. Rocky Point Drive, Suite 1000 Tampa, Florida 33607
MUTUAL TRUST ASSET MGMT., INC.
MUTUAL TRUST ASSET MGMT., INC. is a Tampa, Florida based financial advisory firm with nearly $241,372,086 in assets under management and provides investment advisory services for 1915 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (ESTATE & FINANCIAL PLANNING)
Fee Structure:
A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING & ADVISOR
Firm CRD#:
121364
SEC#:
801-111062
No. of Clients:
1915
Assets under Management
$241,372,086
No. of Advisors:
9
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