RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control
SCHATZLE, SCOTT, RANDALIPRESIDENT, CCOE Control

Registrations

Federal

IA
Mar 14, 2025 REGISTERED

Notice Filings (3)

FL NC TX

Address

23190 FASHION DRIVE
SUITE P203
ESTERO, FL 33928
United States
Phone: 239-204-4333