Insights

Growing Revenue Stream Mutual Securities, Inc. has established a solid revenue base ranging from 100 million to 250 million dollars, indicating robust operations and potential for expansion in financial services, making it a promising target for premium technology integrations and advanced advisory solutions.

Niche Market Focus The company specializes in serving RIAs and hybrid advisory firms through a flexible and collaborative approach, presenting an opportunity to tailor services that support their unique compliance, technology, and operational needs.

Recent Leadership Expansion With recent hiring of a chief compliance officer, Mutual Securities demonstrates commitment to strengthening governance and regulatory compliance, which creates avenues to introduce compliance tech solutions and regulatory consulting services.

Technology Adoption Mutual Group utilizes advanced cloud-based infrastructure including AWS, Google Cloud, and Webflow, signaling openness to innovative tech partnerships, cloud security upgrades, and digital transformation tools suitable for financial advisors.

Strategic Investment Activities The company’s investment in assets like Nuveen Securities indicates active asset management and portfolio diversification, suggesting opportunities to offer investment management platforms, portfolio analytics, and financial planning tools.

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 January 2026, 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.