Mutual Securities, Inc.
Firm details
- Headquarters
- Camarillo, 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. FINTRX lists ownership as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide detail on the firm's advisory services, fee schedule, target client types, or specific investment preferences.
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 175
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
Camarillo, CA
Ventura
Location
Camarillo, CA
Headquartered in Camarillo, 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
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Allocations Securities
Broker-DealerSanta Rosa, CA
FWS Retirement Services, LLC
Broker-DealerSan Francisco, CA
Sequoia Equities Securities Corporation
Broker-DealerWalnut Creek, CA
Stockpile Investments, Inc.
Broker-DealerSan Francisco, CA
Payden & Rygel Distributors
Broker-DealerLos Angeles, CA