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 has been SEC-registered since 1982. The ownership is listed as a domestic entity and individual. The firm is classified as unclassified in the source data. The dataset indicates the firm is not a capital allocator and is not an active ESG investor. It is not reported as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide details on its business activities, advisory offerings, fee structure, or client segments in the supplied data.
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 13
Michael Munekata
Chief Compliance OfficerCRD 5800154

Rachel Posner
Chief Compliance OfficerCRD 3275176

Nicholas Loring
CEO and Managing PartnerCRD 5974514
Contacts
3 of 176
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
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
Similar firms
BG Worldwide Securities, Inc.
Broker-DealerWestlake Village, CA
Rincon Securities Group LLC
Broker-DealerWestlake Village, CA
Farmers Financial Solutions, LLC
Broker-DealerWestlake Village, CA
Galt Financial Group, Inc.
Broker-DealerWestlake Village, CA
Direct Realty Securities, Inc.
Broker-DealerWestlake Village, CA
Western Growers Financial Services
Broker-DealerIrvine, CA