Insights

Growing Revenue Base Mutual Securities, Inc. operates with a robust revenue range of 50 to 100 million dollars, indicating a well-established firm with significant market presence, representing opportunities to offer advanced financial products, technology solutions, or premium advisory services.

Strong Industry Position As a member of a competitive financial services landscape alongside industry giants like Charles Schwab and Fidelity, Mutual Group’s growth and innovation focus make it an ideal prospect for partnerships that enhance operational efficiency or expand service capabilities.

Technology Adoption Utilizing a modern tech stack including AWS, Google Cloud, and Webflow demonstrates openness to digital transformation, presenting opportunities for cloud services, cybersecurity solutions, or client engagement platforms to support their agile and innovative approach.

Leadership Movement Recent executive appointments, such as hiring a new general counsel and chief compliance officer, highlight strategic growth and compliance prioritization, providing avenues for legal, compliance tech, and risk management solutions tailored to rapidly evolving regulatory needs.

Market Expansion Potential Mutual Group’s focus on serving RIAs and hybrid advisor models, combined with a startup-like, entrepreneurial culture, suggests they may be receptive to innovative fintech partnerships, SaaS tools, or marketing solutions aimed at expanding their advisory network and client base.

Mutual Group Tech Stack

Mutual Group uses 8 technology products and services including Open Graph, RSS, Priority Hints, and more. Explore Mutual Group's tech stack below.

  • Open Graph
    Content Management System
  • RSS
    Content Management System
  • Priority Hints
    Performance
  • Lua
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Google Search Console
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

Mutual Group's Email Address Formats

Mutual Group uses at least 2 format(s):
Mutual Group Email FormatsExamplePercentage
First.Last@mutualsecurities.comJohn.Doe@mutualsecurities.com
96%
Last@mutualsecurities.comDoe@mutualsecurities.com
3%
FLast@mutualsecurities.comJDoe@mutualsecurities.com
1%
FLast@mutual.groupJDoe@mutual.group
50%
First.Last@mutual.groupJohn.Doe@mutual.group
50%

Frequently Asked Questions

Where is Mutual Group's headquarters located?

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Mutual Group's main headquarters is located at 807-a Camarillo Springs Road Camarillo, California 93012 United States. The company has employees across 3 continents, including North AmericaAsiaSouth America.

What is Mutual Group's phone number?

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You can contact Mutual Group's main corporate office by phone at . 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 Group's official website and social media links?

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Mutual Group's official website is mutual.group and has social profiles on LinkedIn.

What is Mutual Group's NAICS code?

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Mutual Group's NAICS code is 52 - Finance and Insurance.

How many employees does Mutual Group have currently?

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As of May 2026, Mutual Group has approximately 85 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer: J. S.Chief Operating Officer: D. C.Chief Compliance Officer: K. C.. Explore Mutual Group's employee directory with LeadIQ.

What industry does Mutual Group belong to?

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Mutual Group operates in the Financial Services industry.

What technology does Mutual Group use?

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Mutual Group's tech stack includes Open GraphRSSPriority HintsLuaCloudflare Bot ManagementGoogle Tag ManagerGoogle Search ConsoleGravity Forms.

What is Mutual Group's email format?

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Mutual Group's email format typically follows the pattern of First.Last@mutualsecurities.com. Find more Mutual Group email formats with LeadIQ.

When was Mutual Group founded?

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Mutual Group was founded in 1982.

Mutual Group

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.

Section iconCompany Overview

Headquarters
807-a Camarillo Springs Road Camarillo, California 93012 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Mutual Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Mutual Group's revenue is estimated to be in the range of $50M$100M

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