Mutual Advisors, LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 167658
- Registered since
- May 26, 2013
- Website
- mutual.group
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.21%
- Individuals24.15%
- Pension & Profit Sharing Plans2.97%
- Corporations / Businesses2.42%
- Sovereign Wealth Funds0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Mutual Advisors, LLC is an SEC-registered investment adviser (registered in 2013) organized as a limited liability company that serves individual and family clients as well as institutional accounts. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, and it also offers pension consulting and selection-of-advisers services. Mutual Advisors acts as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed fees. The firm maintains industry relationships with a broker-dealer and an insurance company. It does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities24%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 5
Nicholas Damiani
Chief Administrative OfficerCRD 5669491
Aaron Jasper
Chief Executive OfficerCRD 5016734
Michael Giongo
CEO & Co-FounderCRD 2099188
Contacts
3 of 149Chris Tremble
Senior Team ManagerCRD 5711104
Michael Delafuente
Investment Adviser RepresentativeCRD 5739648
Evan Mowen
Wealth Management AdvisorCRD 5748907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 900Active vs passive
$4B in ETFs
70%
$2.8B
23%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $280M | 374,687 | 7.08% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 9140 W Dodge Rd
- Time zone
- CT (UTC-6)
- Office locations
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