Mutual Advisors, LLC | 194 followers on LinkedIn. Take your client relationships to new heights by leveraging our experience and personalized solutions. | Founded by a premier brokerage firm that was started in 1982, Mutual Advisors has an extensive record of knowledge and success servicing advisors. We are an SEC Registered Investment Adviser and our fundamental purpose is to provide independent investment advisors with the regulatory framework, compliance oversight, asset management solutions, and technology excellence they need to succeed in a competitive market. As a boutique firm who is intentional about the clients we bring on, we believe our size is an advantage because it opens the door for advisors we work with to maintain a personal relationship with our firm’s principals.
View Top Employees from Mutual Advisors, LLCWebsite | https://www.mutual.group/ |
Revenue | $5 million |
Employees | 12 (8 on RocketReach) |
Founded | 1982 |
Address | 1551 Three Crowns Dr, Ste 100, Casper, Wyoming 82604, US |
Phone | (800) 200-6205 |
Technologies |
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Industry | Financial Services, Brokerage, Research, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The Mutual Advisors, LLC annual revenue was $5 million in 2023.
Charles Borquist is the Director of Investment Solutions of Mutual Advisors, LLC.
8 people are employed at Mutual Advisors, LLC.
Mutual Advisors, LLC is based in Casper, Wyoming.
The NAICS codes for Mutual Advisors, LLC are [52393, 52, 5239, 523].
The SIC codes for Mutual Advisors, LLC are [62, 628].