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Building 2KUTZ AND COMPANY INC.

Map pinGREAT NECK, NY
Phone516-482-1158
NotebookSEC #801-111680
Total AUM
$115.4M
Employees
2
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 NORTHERN BLVD
STE 26
GREAT NECK
NY 11021
United States
Operating Hours
8-4
Monday - Friday
Phone
516-482-1158

ReceiptFinancials

Total AUM
$115.4M
Accounts
132
Discretionary
$115.4M
Accounts
132
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$10.9M
HNW Individual Clients
27
AUM
$104.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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