Mutual Securities, Inc.
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 13092
- Registered since
- December 7, 1982
- Website
- mutual.group
Firm profile
FINTRXOverview
Mutual Securities, Inc. is organized as a corporation and is recorded as SEC-registered since 1982. Public-facing classification is listed as “Unclassified.” Ownership is described as a mix of a domestic entity and an individual. Available registry fields indicate the firm is not a capital allocator, does not position itself as an active ESG investor, and is not identified as a pension consultant or related adviser. The registrant-provided fields do not include granular descriptions of advisory services, business activities, or fee arrangements. The firm is also flagged as not a multi-state adviser in the supplied snapshot.
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
Nicholas Damiani
Chief Administrative OfficerCRD 5669491

Michael Munekata
Chief Compliance OfficerCRD 5800154

Nicholas Holmes
Chief Compliance OfficerCRD 5334025
Contacts
3 of 180
John Orr
Managing DirectorCRD 5642020
Chris Tremble
Senior Team ManagerCRD 5711104

Tyler Schultz
Financial ConsultantCRD 5762290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 2625 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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