CUTLER CAPITAL MANAGEMENT

306 Main St
2nd Floor
Worcester, Massachusetts 01608-1518
Tel: 508-757-4455

About CUTLER CAPITAL MANAGEMENT

CUTLER CAPITAL MANAGEMENT, formally registered with the SEC as CUTLER CAPITAL MANAGEMENT. The firm was established in 03/01/2000. They have over 2 offices throughout the country.

CUTLER CAPITAL MANAGEMENT is a Worcester, Massachusetts based Financial Planning firm with nearly $315,574,322 assets under management, offering retirement planning & investment advisory services to 278 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107463
SEC#	801-57382
Assets Managed by Firm	$315,574,322
No. of Clients	278
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	278	$315,574,322
Individuals (other than high net worth individuals)	20	$3,296,653
High net worth individuals	87	$180,834,102
Pension and profit sharing plans	2	$3,584,791
Charitable organizations	3	$14,623,138
Corporations or other businesses	14	$25,219,455

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