Miriam
Angel
Mutual Advisors, LLC
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About this Advisor
Miriam Angel is a financial advisor who works out of Kingwood, Texas with 4 years of industry experience. Angel currently works for Mutual Advisors, LLC. During their career, Angel has held roles at Williams Financial Group Of Kingwood, Securities America, Inc, Securities America Advisors Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Angel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Mutual Advisors, LLC is a registered investment company operating out of Casper, WY. The firm has offices in 71 locations and a total of 262 employees. It has $5 billion in total assets across its 20,842 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 20,842 customer accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a wide range of services, including 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. Financial management fees largely depend on which service is offered. However, fee types charged by Mutual Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
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
Miriam Angel Work History
Miriam has been registered as a financial advisor for 4 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Securities America, Inc
Securities America Advisors Inc
Williams Financial Group Of Kingwood
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Miriam Angel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Advisors, LLC
Saint Louis, MO
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San Antonio, TX
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Hartford, CT
Cincinnati, OH
San Jose, CA
Vancouver, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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