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KUTZ AND COMPANY INC.
475 Northern Blvd
Ste 26
Great Neck, New York 11021
Tel: 516-482-1158
About KUTZ AND COMPANY INC.
KUTZ AND COMPANY INC, formally registered with the SEC as KUTZ AND COMPANY INC. The firm was established in 09/13/2017. They have over 1 offices throughout the country.
KUTZ AND COMPANY INC. is a Great Neck, New York based Financial Planning firm with nearly $102,956,881 assets under management, offering retirement planning & investment advisory services to 131 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124722 |
| SEC# | 801-111680 |
| Assets Managed by Firm | $102,956,881 |
| No. of Clients | 131 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 131 | $102,956,881 |
| Individuals (other than high net worth individuals) | 31 | $7,097,194 |
| High net worth individuals | 33 | $95,859,687 |
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