CUTTER FINANCIAL GROUP LLC

84 Davis Straits
Falmouth, Massachusetts 02540
Tel: (508) 388-7175

About CUTTER FINANCIAL GROUP LLC

CUTTER FINANCIAL GROUP LLC, formally registered with the SEC as CUTTER FINANCIAL GROUP LLC. The firm was established in 10/06/2017. They have over 3 offices throughout the country.

CUTTER FINANCIAL GROUP LLC is a Falmouth, Massachusetts based Financial Planning firm with nearly $207,310,462 assets under management, offering retirement planning & investment advisory services to 1916 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290016
SEC#	801-111822
Assets Managed by Firm	$207,310,462
No. of Clients	1916
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1916	$207,310,462
Individuals (other than high net worth individuals)	489	$135,233,424
High net worth individuals	34	$70,630,194
Charitable organizations	2	$345,176
Corporations or other businesses	2	$664,125

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