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 $305,457,112 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107463
SEC#	801-57382
Assets Managed by Firm	$305,457,112
No. of Clients	162
No. of Advisors	8

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	162	$305,457,112
Individuals (other than high net worth individuals)	20	$4,489,019
High net worth individuals	67	$166,213,148
Pension and profit sharing plans	2	$3,842,446
Charitable organizations	3	$14,257,607
Corporations or other businesses	13	$23,807,486

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