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CUTTER & COMPANY, INC.
BALLWIN, MO
636-537-8770
SEC #801-62329Total AUM
$937M
Employees
48Clients
2,373Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15415 CLAYTON ROAD
BALLWIN
MO 63011
United States
BALLWIN
MO 63011
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
636-537-8770
Other Offices
17
Financials
Total AUM
$937M
Accounts
2,368Discretionary
$768.3M
Accounts
1,700Non-Discretionary
$168.7M
Accounts
668
Clients
Individual Clients
2,212AUM
$743.3M
HNW Individual Clients
112AUM
$152.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
12AUM
$2.8M
Charitable Organization Clients
9AUM
$2.5M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
23AUM
$36.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.