MUTUAL ADVISORS, LLC

9140 W Dodge Road
Suite 230
Omaha, Nebraska 68114
Tel: 307-439-6357

About MUTUAL ADVISORS, LLC

MUTUAL ADVISORS, LLC, formally registered with the SEC as MUTUAL ADVISORS, LLC. The firm was established in 05/26/2013. They have over 76 offices throughout the country.

MUTUAL ADVISORS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $6,947,119,840 assets under management, offering retirement planning & investment advisory services to 20381 clients. The firm is staffed with 255 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167658
SEC#	801-78089
Assets Managed by Firm	$6,947,119,840
No. of Clients	20381
No. of Advisors	255

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (HOURLY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	20381	$6,947,119,840
Individuals (other than high net worth individuals)	7018	$2,217,914,199
High net worth individuals	1678	$3,884,864,203
Pension and profit sharing plans	105	$586,727,924
Corporations or other businesses	80	$217,755,307

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