Mutual Advisors, LLC
Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Omaha, NE. They manage $6,947,119,840 in 20,381 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management6,947MILLION
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Jeffrey Adler (CRD# 5359335) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.
Charles Aikins (CRD# 2619340) is an Investment Advisor Representative working at Mutual Advisors, LLC in Omaha, NE and has over 28 years of experience in the finance industry.
Miriam Angel (CRD# 5765599) is an Investment Advisor Representative working at Mutual Advisors, LLC in Kingwood, TX and has over 5 years of experience in the finance industry.
Brian Bachelier (CRD# 3041797) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 25 years of experience in the finance industry.
Mary Barone (CRD# 1141253) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 29 years of experience in the finance industry.
Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Mutual Advisors, LLC in Calabasas, CA and has over 16 years of experience in the finance industry.
Sheryl Berkowitz (CRD# 3202717) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 6 years of experience in the finance industry.
Scott Biermann (CRD# 1859333) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 35 years of experience in the finance industry.
Kenneth Bock (CRD# 3068881) is an Investment Advisor Representative working at Mutual Advisors, LLC in Thousand Oaks, CA and has over 25 years of experience in the finance industry.
Charles Borquist (CRD# 5000247) is an Investment Advisor Representative working at Mutual Advisors, LLC in Gig Harhor, WA and has over 18 years of experience in the finance industry.