Unclaimed Profile

Andrew B Kutz

KUTZ AND COMPANY INC.·GREAT NECK, New York

Clean recordKUTZ AND COMPANY INC.

475 NORTHERN BLVD, GREAT NECK, NY 11021CRD# 4686896Firm CRD# 124722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew B Kutz · GREAT NECK, NY

Registration

CRD #4686896 · KUTZ AND COMPANY INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KUTZ AND COMPANY INC.

AUM

$93M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KUTZ AND COMPANY INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4686896

Firm CRD# 124722

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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