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Andrew B Kutz

KUTZ AND COMPANY INC.·GREAT NECK, New York
Unclaimed Profile
475 NORTHERN BLVD, GREAT NECK, NY 11021CRD# 4686896Firm CRD# 124722
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About

Andrew B Kutz is a registered financial advisor based in GREAT NECK, New York, affiliated with KUTZ AND COMPANY INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KUTZ AND COMPANY INC.
KUTZ AND COMPANY INC.
AUM
$93M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4686896
Firm CRD# 124722
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew B Kutz offer?
Andrew B Kutz specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.
What are Andrew B Kutz's credentials?
Andrew B Kutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew B Kutz located?
Andrew B Kutz is based in GREAT NECK, New York, working with KUTZ AND COMPANY INC.. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Andrew B Kutz charge for services?
Andrew B Kutz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KUTZ AND COMPANY INC.?
KUTZ AND COMPANY INC. has approximately 3 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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