McCutchen Group Review

Is this your firm? Access your Trusted badge


The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "". Views: 68 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

McCutchen Group, registered in 2007, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 7 advisors. McCutchen Group manages $3.0 billion and provides investment advisory services for 106 clients (1:16 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment No data
Average Client Balance $28,360,250
Total AUM $3.0 billion
Advisor / Client Ratio 1:16
Headquarters Seattle, WA
SEC Filings View SEC IAPD CRD #143309
State(s) Registered CA, NY, WA

Was this page helpful?

Yes or No

*SEC data last verified 05/31/2020. 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 (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.