Mutual Group
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
807 Camarillo Springs Rd Ste A, Camarill...Phone Number
(800) 200-6205Website
mutual.groupRevenue
$5.9 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Mutual Group
An entrepreneurial spirit is in the company's roots. Founded by a So-Cal floral shop owner in 1982, 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 the company has evolved to serve RIAs, Hybrids and everything in between. With over 40 years experience, the company has deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, were no-nonsense innovators with a nimble start-up approach. No egos, just results.Explore more
Mutual Group Org Chart
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Activity Insights
Mutual Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Mutual Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mutual Group.
Mutual Group Tech Stack
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Most Recent Scoops
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Executive Move
Executive Moves, Left Company
Promotion
Executive Move
Mutual Group has announced that Dawn Claussen has been promoted from Chief Compliance Officer to the role of Chief Operating Officer.
Project
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Project
Mutual Group News & Media
The Mutual Group Appoints Tom Troy as Chief Executive Officer - The Joplin Globe
WEST DES MOINES, Iowa--(BUSINESS WIRE)--Oct 14, 2025--TMG Taps Peter Houston to spearhead acquisition strategy - Insurance Business America
He will guide membership gains, partner integration, and market alignmentSix Questions for Tim Fleming, CEO of The Mutual Group - Risk & Insurance
A reciprocal exchange relationship in a mutual insurance company context is the one of the guiding principles of The Mutual Group.The Mutual Group Appoints Shannon Woods as General Counsel and Chief Compliance Officer
WEST DES MOINES, Iowa--(BUSINESS WIRE)--The Mutual Group today announced that Shannon Woods has joined as General Counsel and Chief Compliance Officer.
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An entrepreneurial spirit is in the company's roots. Founded by a So-Cal floral shop owner in 1982, 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 the company has evolved to serve RIAs, Hybrids and everything in between. With... Read More
