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CUTTER & COMPANY, INC.

15415 Clayton Road
Ballwin, Missouri 63011
Tel: 636-537-8770

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About CUTTER & COMPANY, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#22449
SEC#801-62329
Assets Managed by Firm$865,616,238
No. of Clients2329
No. of Advisors49

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2329$865,616,238
Individuals (other than high net worth individuals)2177$698,532,383
High net worth individuals109$136,151,915
Pension and profit sharing plans11$2,145,249
Charitable organizations10$4,361,024
Corporations or other businesses22$24,425,667

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC
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OLIVE STREET INVESTMENT ADVISERS, LLC
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