Overview
Assets Under Management: $2.5 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 55
Average Client Assets: $39.3 million
Frequently Asked Questions
MCCUTCHEN 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 #143309), MCCUTCHEN GROUP LLC is subject to fiduciary duty under federal law.
MCCUTCHEN GROUP LLC is headquartered in SEATTLE, WA.
MCCUTCHEN GROUP LLC serves 55 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MCCUTCHEN GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MCCUTCHEN GROUP LLC manages $2.5 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MCCUTCHEN GROUP LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.43%
Average Client Assets: $39.3 million
Total Client Accounts: 737
Discretionary Accounts: 615
Non-Discretionary Accounts: 122
Regulatory Filings
CRD Number: 143309
Filing ID: 1177060
Last Filing Date: 2018-03-29 20:06:00