Mutual Trust Advisory Group, Inc.
● SEC registered since 2021CRD 277060SEC# 801-121401Estero, FL
Reg. AUM
$165.8M
Employees
3
Accounts
491
Location
Estero, FL
Mutual Trust Advisory Group, Inc. assets under management
Mutual Trust Advisory Group, Inc. is an SEC-registered investment adviser based in Estero, FL. The firm has been registered since 2021. It reports $165.8 million in regulatory assets under management and employs 3 people.
Mutual Trust Advisory Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Randal Schatzle Control | President, Cco | Over 75% | 2013 |
Frequently asked questions
How much does Mutual Trust Advisory Group, Inc. manage?
Mutual Trust Advisory Group, Inc. reports $165.8 million in regulatory assets under management on its Form ADV.
How many employees does Mutual Trust Advisory Group, Inc. have?
Mutual Trust Advisory Group, Inc. reports 3 employees.
Where is Mutual Trust Advisory Group, Inc. located?
Mutual Trust Advisory Group, Inc. is based in Estero, FL and has been SEC-registered since 2021.
Does Mutual Trust Advisory Group, Inc. disclose fund performance?
Mutual Trust Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23190 Fashion Drive, Suite P203, Estero, FL 33928 |
| Phone | 239-204-4333 |
| Fax | 239-204-4330 |
| Office hours | 8:30 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.8M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$165.8Mregulatory AUM
Discretionary $165.8M