Andrew
Zinn
Mutual Advisors, LLC
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About this Advisor
Andrew Zinn is a financial advisor operating out of Cambria, California, who has 14 years of professional experience. Zinn is on the advisory team at Mutual Advisors, LLC. Over the course of their career, Zinn has held roles at Citigroup Global Markets, Inc and Mutual Securities, Inc. Zinn holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Mutual Advisors, LLC is a firm that has its headquarters in Cambria, California. The company has offices in 64 locations and a total of 207 employees. It has $5 billion in assets under management among its 16,135 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 16,135 customer accounts, just 14% are held by high-net-worth investors who have at least $1 million in assets. Mutual Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees charged by Mutual Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Mutual Advisors, LLC Brokerage Details
$4,614,864,198
207
16,135
$286,016
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Andrew Zinn Work History
Andrew has 14 years of experience.
Mutual Securities, Inc
Citigroup Global Markets, Inc
Disclosures
Andrew Zinn has no disclosures.
Please visit their SEC profile for more details.
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