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Building 2CUTTER FINANCIAL GROUP LLC

Map pinFALMOUTH, MA
Phone(508) 388-7175
NotebookSEC #801-111822
Total AUM
$216.9M
Employees
6
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 DAVIS STRAITS
FALMOUTH
MA 02540
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(508) 388-7175
Other Offices
2

ReceiptFinancials

Total AUM
$216.9M
Accounts
1,211
Discretionary
$216.9M
Accounts
1,211
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$136.9M
HNW Individual Clients
42
AUM
$80M
Charitable Organization Clients
1
AUM
$45.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CTFLMANHTX

HandshakeAffiliates

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

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