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| Happy Holidays!! thanks for using AUM13F!! |
| Cutter Financial Group LLC
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|---|---|
| CRD # | 290016 |
| SEC # | 801-111822 |
| CIK # | 0001784448 |
| AUM | $214.7 M (2025-05-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 508-388-7175 |
| Address | 84 Davis Straits Falmouth, MA 02540 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 135.0 |
| (b) Individuals (high net worth individuals) | 39 | 79.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 214.7 |
| By Discretionary | ||
| Discretionary | 523 | 214.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 214.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.7 | |
| Total | 523 | 214.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
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|
FL | 0.2 |
|
McBroom & Associates LLC
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NV | 0.2 |
|
Davidson Kahn Capital Management LLC
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|
CA | 0.2 |
|
Prevail Wealth Management LLC
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|
WA | 0.2 |
|
Conscious Wealth Investments LLC
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|
0.2 | |
|
CHB Investment Group LLC
✚
|
PA | 0.2 |
|
Lansdowne Wealth Management LLC
✚
|
CT | 0.2 |
|
Crescent Sterling Ltd
✚
|
LA | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |