CRD: 277060
Mutual Trust Advisory Group
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2016
- Office Locations
- 1
Office Locations
About Mutual Trust Advisory Group
Mutual Trust Advisory Group is a fee-only, fiduciary wealth management firm in Estero, FL serving families across Southwest Florida. The team provides comprehensive financial planning and portfolio management, including divorce-focused planning support. Investment strategy is shaped with East Bay Investment Solutions (CFA-led, data-driven portfolio design and ongoing oversight). Operations support streamlines custodial paperwork (e.g., Fidelity/NFS).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT RANDAL SCHATZLE
Chief Compliance Officer, Partner, President
- CRD
- #4773107
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Ryan Paul Rocuant
Advisor
- CRD
- #7358915
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,776,178 | $337,630 |
| Non-Discretionary | $0 | -- |
| Total | $165,776,178 | $337,630 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing