# MUTUAL SERVICE CORPORATION

MUTUAL SERVICE CORPORATION of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 4806
- Type: SEC-registered investment adviser
- SEC file number: 801-40228
- Location: 250 AUSTRALIAN AVENUE S, SUITE 1800, WEST PALM BEACH, FL, 33401
- Phone: (800)749-8900 EXT 3220
- Latest filing: 2009-11-17
- Regulatory AUM: $905.6M
- Discretionary AUM: $5.6M
- Non-discretionary AUM: $900.0M
- Clients: 251
- Accounts: 4,688

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| KALBAUGH JOHN ANDREW | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTOR | — |
| DIXON JOHN LINCOLN | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD,CEO; PRESIDENT & CEO | — |
| ROBINSON GERALD WILLIAM II | DIRECTOR | — |
| POFF JOHN WILLIAM JR | EXEC VICE PRESIDENT, TREASURER, COO; PRESIDENT, TREASURER, CEO; PRESIDENT, TREASURER, COO | — |
| KAMINSKI DENNIS STANLEY | EXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAO; EXECUTIVE VICE PRESIDENT, ASST. SECRETARY, CAO, CCO; SENIOR VICE PRESIDENT, ASST. SECRETARY, CAO | — |
| BECKER DAVID CLIFFORD SR | FINOP, 1ST VICE PRESIDENT; FINOP,  VICE PRESIDENT | — |
| MILFS AUDREY LEE | SECRETARY | — |
| LYLE TIMOTHY JAMES | SR. VICE PRESIDENT/CCO; SR. VICE PRESIDENT/CCO, CROP; SR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SCHAFER GLENN STANLEY | DIRECTOR & CHAIRMAN | — |
| SUTTON THOMAS COLE | DIRECTOR | — |
| MCGIVNEY JOHN MICHAEL | SR. VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BROWN STEPHANIE LEIGH | DIRECTOR; DIRECTOR/SECRETARY | — |
| STEARNS ESTHER MARION | DIRECTOR | — |
| DWYER WILLIAM EDWARD III | DIRECTOR | — |
| SANFILIPPO GARI CRAIG | CROP | — |
| VANNOY-PINEDA KATHLEEN DENISE | CHIEF COMPLIANCE OFFICER | — |
| COULTER JAMES GEORGE | STOCKHOLDER | — |
| PROST JOHN CHARLES | ASSISTANT VICE PRESIDENT | — |
| SHELTON STEVEN TRACY | CROP | — |
| BONDERMAN DAVID NMI | STOCKHOLDER | — |
| VALTAIRO PHILLIP BUHAY | CFO/FINOP | — |
| PRICE WILLIAM STANLEY III | STOCKHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/4806/brochure
- Similar advisers: https://search.stillhousedata.com/firm/4806/similar
- Related entities: https://search.stillhousedata.com/firm/4806/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/4806

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.