Mutual Securities, Inc.
Firm details
- Headquarters
- Camarillo, California
- CRD number
- 13092
- Registered since
- December 7, 1982
- Website
- mutual.group
Firm profile
FINTRXOverview
Mutual Securities, Inc. is a corporation that has been registered with the SEC since 1982. Ownership is listed as a mix of a domestic entity and an individual. Public filings classify the firm as unclassified and show it is not positioned as a capital allocator; it does not report being an active ESG investor. Several typical fields that describe a firm’s advisory focus, fee model and client segments are not populated in the available data. The record does not indicate multi-state adviser status, pension-consulting activity, or relationships to other registered advisers. Because the firm’s business and advisory activities are not listed, its primary market positioning and service model must be inferred from other items such as its office footprint rather than from a stated product or client focus.
Assets & Accounts
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
Owners & executives
3 of 14
Michael Munekata
Chief Compliance OfficerCRD 5800154

Rachel Posner
Chief Compliance OfficerCRD 3275176

Nicholas Loring
CEO and Managing PartnerCRD 5974514
Contacts
3 of 174
Evan Barrett
Investment Advisor RepresentativeCRD 5480678

Nicholas Hopwood
President and FounderCRD 4237515

Lindsay Stout
Financial ConsultantCRD 6946763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Camarillo, CA
Ventura
Location
Camarillo, CA
Headquartered in Camarillo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 807 Camarillo Springs Rd
- Time zone
- PT (UTC-8)
- Office locations
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