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CUTLER INVESTMENT GROUP
JACKSONVILLE, OR
541-770-9000
SEC #801-62469Total AUM
$1.5B
Employees
24Clients
1,074Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
525 BIGHAM KNOLL
JACKSONVILLE
OR 97530
United States
JACKSONVILLE
OR 97530
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
541-770-9000
Other Offices
3
Financials
Total AUM
$1.5B
Accounts
1,847Discretionary
$1.3B
Accounts
1,765Non-Discretionary
$205.8M
Accounts
82
Clients
Individual Clients
583AUM
$194.7M
HNW Individual Clients
366AUM
$788M
Investment Company Clients
1AUM
$90.5M
Pension/Profit Sharing Plan Clients
86AUM
$410.3M
Charitable Organization Clients
12AUM
$24.1M
Corporation or Business Clients
26AUM
$34M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKAZCACOFLHILANENHNVORTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.