Insights

Strong Industry Presence With over 40 years of experience serving RIA firms, hybrids, and advisors, Mutual Group has established a reputable presence in the financial services sector, indicating a stable client base and potential for further partnerships.

Technological Sophistication Utilizing advanced platforms like Amazon Web Services, Google Cloud, and Webflow, Mutual Group demonstrates a commitment to leveraging modern technology solutions, presenting opportunities to offer tailored tech enhancement services.

Growth and Expansion Recent hiring of a new General Counsel and compliance officer, along with strategic investment in asset funds, signals ongoing growth and a focus on strengthening operational and compliance capabilities, ideal for targeted service solutions.

Market Positioning With revenue estimates between 100 to 250 million dollars and a nimble, innovative approach, Mutual Group is positioned as a competitive mid-sized player, offering opportunities to collaborate with other financial firms seeking modernized, efficient services.

Potential Client Outreach Given their focus on RIA and hybrid advisors, Mutual Group is a key contact for providers of compliance, technology, and operational solutions aimed at enhancing advisory firms’ efficiency and regulatory adherence.

Similar companies to Mutual Securities, Inc. Member FINRA, SIPC

Mutual Securities, Inc. Member FINRA, SIPC Tech Stack

Mutual Securities, Inc. Member FINRA, SIPC uses 8 technology products and services including Amazon Web Services, cdnjs, Open Graph, and more. Explore Mutual Securities, Inc. Member FINRA, SIPC's tech stack below.

Amazon Web Services
Cloud Hosting
cdnjs
Content Delivery Network
Open Graph
Content Management System
Google Fonts API
Font Scripts
Google Cloud
Infrastructure As A Service
jQuery Migrate
Javascript Libraries
Webflow
Page Builders
X-XSS-Protection
Security

Media & News

Mutual Securities, Inc. Member FINRA, SIPC's Email Address Formats

Mutual Securities, Inc. Member FINRA, SIPC uses at least 2 format(s):

Mutual Securities, Inc. Member FINRA, SIPC Email Formats	Example	Percentage
First.Last@mutualsecurities.com	John.Doe@mutualsecurities.com	96%
Last@mutualsecurities.com	Doe@mutualsecurities.com	3%
FLast@mutualsecurities.com	JDoe@mutualsecurities.com	1%
FLast@mutual.group	JDoe@mutual.group	50%
First.Last@mutual.group	John.Doe@mutual.group	50%

Frequently Asked Questions

What is Mutual Securities, Inc. Member FINRA, SIPC's phone number?

You can contact Mutual Securities, Inc. Member FINRA, SIPC's main corporate office by phone at

+1-805-764-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mutual Securities, Inc. Member FINRA, SIPC's official website and social media links?

Mutual Securities, Inc. Member FINRA, SIPC's official website is mutual.group and has social profiles on LinkedIn.

What is Mutual Securities, Inc. Member FINRA, SIPC's NAICS code?

Mutual Securities, Inc. Member FINRA, SIPC's NAICS code is 52 - Finance and Insurance.

How many employees does Mutual Securities, Inc. Member FINRA, SIPC have currently?

As of December 2025, Mutual Securities, Inc. Member FINRA, SIPC has approximately 78 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: J. S.Chief Operating Officer: D. C.Chief Compliance Officer: K. C.. Explore Mutual Securities, Inc. Member FINRA, SIPC's employee directory with LeadIQ.

What industry does Mutual Securities, Inc. Member FINRA, SIPC belong to?

Mutual Securities, Inc. Member FINRA, SIPC operates in the Financial Services industry.

What technology does Mutual Securities, Inc. Member FINRA, SIPC use?

Mutual Securities, Inc. Member FINRA, SIPC's tech stack includes Amazon Web ServicescdnjsOpen GraphGoogle Fonts APIGoogle CloudjQuery MigrateWebflowX-XSS-Protection.

What is Mutual Securities, Inc. Member FINRA, SIPC's email format?

Mutual Securities, Inc. Member FINRA, SIPC's email format typically follows the pattern of First.Last@mutualsecurities.com. Find more Mutual Securities, Inc. Member FINRA, SIPC email formats with LeadIQ.

When was Mutual Securities, Inc. Member FINRA, SIPC founded?

Mutual Securities, Inc. Member FINRA, SIPC was founded in 1982.

Mutual Securities, Inc. Member FINRA, SIPC

Financial ServicesCalifornia, United States51-200 Employees

Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results.

Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser.  Securities offered through Mutual Securities, Inc., member FINRA/SIPC.  Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.