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| Cutter and Company Brokerage Inc
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|---|---|
| CRD # | 22449 |
| SEC # | 801-62329 |
| CIK # | 0001406995 |
| AUM | $937.0 M (2025-04-08) |
| Employees | 48 (79% Investors, 100% Brokers) |
| Phone | 636-537-8770 |
| Address | 15415 Clayton Road Ballwin, MO 63011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,212 | 743.3 |
| (b) Individuals (high net worth individuals) | 112 | 152.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 2.8 |
| (h) Charitable organizations | 9 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 36.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,368 | 937.0 |
| By Discretionary | ||
| Discretionary | 1,700 | 768.3 |
| Non-Discretionary | 668 | 168.7 |
| Total | 2,368 | 937.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 937.0 | |
| Total | 2,368 | 937.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001406995] |
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|---|---|---|
|
Ignite Planners LLC
✚
|
CA | 0.9 |
|
Harvey Investment Company LLC
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|
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|
Passive Capital Management LLC
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0.9 | |
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Accuvest Global Advisors Inc
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|
Lathrop Investment Management Company
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AR | 0.9 |
|
Pinnacle Wealth Advisors
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|
CA Family Wealth LLC
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