MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- WYALUSING, Pennsylvania
- CRD number
- 314734
- Registered since
- June 14, 2021
Firm profile
FINTRXOverview
Mutual Capital Investment Advisors, LLC is a limited liability company that registered with the SEC in 2021. The firm is listed as an owner-type combination of a domestic entity and an individual and is classified in the dataset as unclassified. It does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multistate or pension consultant adviser. Industry affiliations in the record describe the firm as an insurance company and sponsor and identify roles as a general partner and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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
2 of 2Alexis Muench
President, CEOCRD 7391382
Jason Wolfe
President, CEOCRD 6772711
Contacts
1 of 1J. BRADLEY SCOVILL
ManagerCRD 4724951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WYALUSING, PA
BRADFORD
Location
WYALUSING, PA
Headquartered in WYALUSING, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- BRADFORD
- Address
- 41908 Route 6
- Time zone
- ET (UTC-5)
- Office locations
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