Overview
Assets Under Management: $215 million
Headquarters: FALMOUTH, MA
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Frequently Asked Questions
CUTTER FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290016), CUTTER FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
CUTTER FINANCIAL GROUP LLC is headquartered in FALMOUTH, MA.
CUTTER FINANCIAL GROUP LLC serves 39 high-net-worth clients according to their SEC filing dated May 20, 2025. View client details ↓
According to their SEC Form ADV, CUTTER FINANCIAL GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
CUTTER FINANCIAL GROUP LLC manages $215 million in client assets according to their SEC filing dated May 20, 2025.
According to their SEC Form ADV, CUTTER FINANCIAL GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 523
Discretionary Accounts: 523
Regulatory Filings
CRD Number: 290016
Filing ID: 1992091
Last Filing Date: 2025-05-20 21:24:00
Website: https://cutterfinancialgroup.com