Cutter Financial Group

Is this your firm? Access your profile

business

Last updated: February 17th, 2020. Data source: SEC filings.

Views: 26. Downloads: 0. info_outline


Cutter Financial Group, federally registered in 2017, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 4 advisors. Cutter Financial Group manages $121.1 million and provides investment advisory services for 349 clients (1:88 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 15
Percentage of Advisors Trusted 75%
Minimum Investment $0
Average Client Balance $347,125
Total AUM $121.1 million
Advisor / Client Ratio 1:88
Headquarters 237 Teaticket Highway East Falmouth, MA 02536
SEC Filings View SEC IAPD CRD #290016
State(s) Registered FL, MA, NH, TX

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×