MUTUAL TRUST ADVISORY GROUP, INC.
MUTUAL TRUST ADVISORY GROUP, INC. of ESTERO, FL is an SEC-registered investment adviser (CRD 277060). Regulatory assets under management: $165.8M.
Registration
- CRD: 277060
- SEC file number: 801-121401
- Type: Registered investment adviser
- Location: 23190 FASHION DRIVE, SUITE P203, ESTERO, FL, 33928
- Phone: 239-204-4333
- Latest filing: 2026-02-11
- Regulatory AUM: $165.8M
- Discretionary AUM: $165.8M
- Clients: 3
- Accounts: 491
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Scott Randal Schatzle | PRESIDENT, CCO | — |
| SCHATZLE SCOTT RANDAL | PRESIDENT, CCO | — |
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