MUTUAL CAPITAL INVESTMENT ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WYALUSING, Pennsylvania
CRD number
314734
Registered since
June 14, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Alexis Muench

    President, CEOCRD 7391382

  • Jason Wolfe

    President, CEOCRD 6772711

Contacts

1 of 1
  • J. BRADLEY SCOVILL

    ManagerCRD 4724951

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth