Mutual Advisors, LLC is a large advisory firm based in Casper. It manages $1.81 billion of regulatory assets for 6,828 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Arkansas, California, and 28 other states.
Mutual Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and hourly consulting. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mutual Advisors, LLC is $1.81 billion. The firm's AUM has grown by 1281% since the beginning of its operation, and $36.38 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mutual Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Mitchell Craig Voss is individuals with 3,551 clients and $1.32 billion of assets under management. Among the 11 most similar advisory firms, Mutual Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.81 billion for 3,610 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mutual Advisors doesn't advise any private funds.
The company employs 90 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 90 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Mitchell Craig Voss has been acting as President since 1 Apr 2013. The Voss Wyoming Trust joined the executive team most recently as the Member.
The principal office where Mutual Advisors, LLC performs its advisory services is located at 1551 Three Crowns Drive, Casper, WY 82604, which is also the mailing address of the firm. An additional office of the firm is in Camarillo, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 307-439-6357 or by fax 307-235-0700. The normal business hours are 7:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at mutualsecurities.com and its LinkedIn profile.