Overview
Assets Under Management: $115 million
Headquarters: GREAT NECK, NY
High-Net-Worth Clients: 27
Average Client Assets: $3.9 million
Frequently Asked Questions
KUTZ AND COMPANY INC. 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 #124722), KUTZ AND COMPANY INC. is subject to fiduciary duty under federal law.
KUTZ AND COMPANY INC. is headquartered in GREAT NECK, NY.
KUTZ AND COMPANY INC. serves 27 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, KUTZ AND COMPANY INC. offers financial planning and portfolio management for individuals. View all service details ↓
KUTZ AND COMPANY INC. manages $115 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, KUTZ AND COMPANY INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.53%
Average Client Assets: $3.9 million
Total Client Accounts: 132
Discretionary Accounts: 132
Regulatory Filings
CRD Number: 124722
Filing ID: 2047208
Last Filing Date: 2026-03-04 12:41:37