Overview
Assets Under Management: $3.0 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 20
Average Client Assets: $3.4 million
Frequently Asked Questions
NUTTER INVESTMENT ADVISORS 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 #105461), NUTTER INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
NUTTER INVESTMENT ADVISORS is headquartered in BOSTON, MA.
NUTTER INVESTMENT ADVISORS serves 20 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, NUTTER INVESTMENT ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NUTTER INVESTMENT ADVISORS manages $3.0 billion in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, NUTTER INVESTMENT ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.28%
Average Client Assets: $3.4 million
Total Client Accounts: 41
Discretionary Accounts: 40
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105461
Filing ID: 2049583
Last Filing Date: 2026-03-05 15:08:55