Mutual Group

Powering Your Success

General Information
Company Name
Mutual Group
Founded Year
1982
Location (Offices)
Camarillo, United States +3
Founders / Decision Makers
Number of Employees
70
Industries
Financial Services, Fintech
Funding Stage
-
Social Media

Mutual Group - Company Profile

Mutual Group is a financial services and fintech startup that has been making waves in the industry since its establishment in 1982. The company's mission is encapsulated in its slogan, "Powering Your Success," and it has lived up to this promise by providing collaborative and authentic services to its clients. Originally known as Mutual Securities, Inc., the company has expanded its offerings to cater to a wider range of clients, including RIAs and Hybrids. With over 40 years of experience, Mutual Group boasts deep expertise in brokerage, compliance, technology, and operations for advisors. The firm's entrepreneurial spirit and no-nonsense approach to innovation have positioned it as a nimble startup, focused on delivering results without the burden of egos.

As a testament to its commitment to delivering value to its clients, Mutual Group offers investment advisory services through Mutual Advisors, LLC, a SEC registered investment adviser. Additionally, the company provides securities through Mutual Securities, Inc., which is a member of FINRA\/SIPC. The synergistic relationship between Mutual Advisors, LLC and Mutual Securities, Inc. underscores the holistic approach that Mutual Group takes in serving its clients.

Although specific details about the company's last investment and investors are currently unavailable, Mutual Group's track record and commitment to innovation and client satisfaction make it an intriguing prospect for potential investors seeking opportunities in the dynamic financial services and fintech sectors. With its headquarters in the United States, Mutual Group's strong foundation, combined with its adaptability and forward-thinking ethos, positions it as a compelling player in the market.

Taxonomy: investment advisory, brokerage, technology, operations, RIA, SEC registered, niched expertise, entrepreneurial, innovative approach, collaborative service, authentic service, mutual securities, mutual advisors

Funding Rounds & Investors of Mutual Group (0)

View All

There is no investment information

Latest News of Mutual Group

View All

No recent news or press coverage available for Mutual Group.

Similar Companies to Mutual Group

View All
Osaic - Similar company to Mutual Group
Osaic Empowering you to thrive
Summit Financial Networks, Inc. - Similar company to Mutual Group
Summit Financial Networks, Inc. Summit Financial Networks, Improving the Quality of Life for Our Financial Advisors, Just Like You Do for Your Clients
The Ansardi Group - Similar company to Mutual Group
The Ansardi Group Wealth Management | Financial Planning | Investment Strategy | Retirement Planning | Insurance