MUTUAL TRUST ADVISORY GROUP, INC.
Legal name: MUTUAL TRUST ADVISORY GROUP
CRD #277060 SEC #801-121401 ESTERO, FL 239-204-4333
SEC Registered
Total AUM
$128M
Discretionary
$128M
Employees
2
Clients
25
Accounts
424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $128M | $128M | $0 | 2 | 2 |
| Feb 2024 | $164.5M | $161.1M | $3.4M | 3 | 7 |
| May 2023 | $123.9M | $120.9M | $3M | 3 | 9 |
| Mar 2023 | $123.9M | $120.9M | $3M | 3 | 9 |
| Dec 2022 | $235.8M | $235.8M | $0 | 3 | 5 |
| Nov 2022 | $235.8M | $235.8M | $0 | 3 | 5 |
| Nov 2022 | $235.8M | $235.8M | $0 | 3 | 5 |
| Jun 2022 | $235.8M | $235.8M | $0 | 3 | 5 |
| May 2022 | $235.8M | $235.8M | $0 | 3 | 5 |
| Feb 2022 | $235.8M | $235.8M | $0 | 3 | 5 |
| Jul 2021 | $110.2M | $110.2M | $0 | 3 | 3 |
| May 2021 | $110.2M | $110.2M | $0 | 3 | 3 |
DateMar 2025
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees2
Clients2
DateFeb 2024
Total AUM$164.5M
Discretionary$161.1M
Non-Disc.$3.4M
Employees3
Clients7
DateMay 2023
Total AUM$123.9M
Discretionary$120.9M
Non-Disc.$3M
Employees3
Clients9
DateMar 2023
Total AUM$123.9M
Discretionary$120.9M
Non-Disc.$3M
Employees3
Clients9
DateDec 2022
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients5
DateNov 2022
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients5
DateNov 2022
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients5
DateJun 2022
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients5
DateMay 2022
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients5
DateFeb 2022
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients5
DateJul 2021
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees3
Clients3
DateMay 2021
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees3
Clients3