Overview
Assets Under Management: $215 million
Headquarters: FALMOUTH, MA
High-Net-Worth Clients: 3
Average Client Assets: $45 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.86
Average High-Net-Worth Client Assets: $45 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