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MUTUAL TRUST ASSET MGMT., INC.
CRD 121364 · SEC 801-111062
2701 N. ROCKY POINT DRIVE, SUITE 1000, TAMPA, FL, 33607, United States
Phone
813-264-0440
Fax
813-968-1130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$58.4M
Discretionary AUM
$58.4M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING & ADVISORY
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE & FINANCIAL PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $30.4M |
| High net worth individuals | 8 | $28.0M |
States served
TN, FL
Official SEC filing: View on IAPD