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Building 2CUTLER CAPITAL MANAGEMENT

Map pinWORCESTER, MA
Phone508-757-4455
NotebookSEC #801-57382
Total AUM
$430.8M
Employees
9
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
306 MAIN ST
2ND FLOOR
WORCESTER
MA 01608-1518
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
508-757-4455

ReceiptFinancials

Total AUM
$430.8M
Accounts
348
Discretionary
$430.8M
Accounts
348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$5M
HNW Individual Clients
102
AUM
$275.2M
Pooled Vehicle Clients
2
AUM
$101.3M
Pension/Profit Sharing Plan Clients
2
AUM
$3.6M
Charitable Organization Clients
3
AUM
$16.4M
Corporation or Business Clients
15
AUM
$29.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANH

HandshakeAffiliates

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

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