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Cutter Financial Group LLC

● SEC registered since 2017CRD 290016SEC# 801-111822Falmouth, MA
Export (members)
Reg. AUM
$214.7M
Employees
6
Accounts
523
Location
Falmouth, MA

Cutter Financial Group LLC assets under management

Cutter Financial Group LLC is an SEC-registered investment adviser based in Falmouth, MA. The firm has been registered since 2017. It reports $214.7 million in regulatory assets under management and employs 6 people.
www.facebook.com/cutterfinancialgroupllcView on SEC.gov ↗

Cutter Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Thomas Cutter ControlManaging Member, President And Chief Compliance Officer50-75%2006
Jill Cutter ControlMember50-75%2006

Frequently asked questions

How much does Cutter Financial Group LLC manage?

Cutter Financial Group LLC reports $214.7 million in regulatory assets under management on its Form ADV.

How many employees does Cutter Financial Group LLC have?

Cutter Financial Group LLC reports 6 employees.

Where is Cutter Financial Group LLC located?

Cutter Financial Group LLC is based in Falmouth, MA and has been SEC-registered since 2017.

Does Cutter Financial Group LLC disclose fund performance?

Cutter Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address84 Davis Straits, Falmouth, MA 02540
Phone(508) 388-7175
Fax(508) 388-7029
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1784448
Discloses disciplinary historyYes

Assets under management

Discretionary$214.7M
Non-discretionary$0
Total (RAUM)$214.7M