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CUTTER & COMPANY, INC.
15415 Clayton Road
Ballwin, Missouri 63011
Tel: 636-537-8770
About CUTTER & COMPANY, INC.
CUTTER & COMPANY, INC, formally registered with the SEC as CUTTER & COMPANY, INC. The firm was established in 09/08/2003. They have over 18 offices throughout the country.
CUTTER & COMPANY, INC. is a Ballwin, Missouri based Financial Planning firm with nearly $865,616,238 assets under management, offering retirement planning & investment advisory services to 2329 clients. The firm is staffed with 49 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 22449 |
| SEC# | 801-62329 |
| Assets Managed by Firm | $865,616,238 |
| No. of Clients | 2329 |
| No. of Advisors | 49 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2329 | $865,616,238 |
| Individuals (other than high net worth individuals) | 2177 | $698,532,383 |
| High net worth individuals | 109 | $136,151,915 |
| Pension and profit sharing plans | 11 | $2,145,249 |
| Charitable organizations | 10 | $4,361,024 |
| Corporations or other businesses | 22 | $24,425,667 |
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|---|---|---|---|
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