15415 Clayton Road
Ballwin, Missouri 63011
Tel: 636-537-8770
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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