Mutuals Advisors, Inc. is a large advisory firm based in Dallas. It manages $165.08 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.
Mutuals Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mutuals Advisors, Inc. is $165.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mutuals Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Stuart Ahrens has been acting as President since 1 Apr 2004. William Steven Mcnish joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mutuals Advisors, Inc. performs its advisory services is located at 700 N. Pearl, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-953-0066 or by fax 214-953-1545. The normal business hours are 9:00a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mutuals.com.