KUTZ AND COMPANY INC.

475 Northern Blvd
Ste 26
Great Neck, New York 11021
Tel: 516-482-1158

About KUTZ AND COMPANY INC.

KUTZ AND COMPANY INC, formally registered with the SEC as KUTZ AND COMPANY INC. The firm was established in 09/13/2017. They have over 1 offices throughout the country.

KUTZ AND COMPANY INC. is a Great Neck, New York based Financial Planning firm with nearly $102,956,881 assets under management, offering retirement planning & investment advisory services to 131 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124722
SEC#	801-111680
Assets Managed by Firm	$102,956,881
No. of Clients	131
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	131	$102,956,881
Individuals (other than high net worth individuals)	31	$7,097,194
High net worth individuals	33	$95,859,687

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