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Andrew B Kutz

KUTZ AND COMPANY INC.·GREAT NECK, New York
Clean record2 years registeredKUTZ 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. · 2 years registered
Brand Profile
Not yet started
01

Career History

KUTZ AND COMPANY INC.
Mar 2024 – present
02

Registrations & Exams

Registration record
First registered · March 8, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KUTZ AND COMPANY INC.
CRD 124722 · SEC 801-111680
AUM
$93M
Regulatory assets under management
Employees
3
114 client accounts
Services offered by KUTZ AND COMPANY INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KUTZ AND COMPANY INC. →
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05

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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Other Advisors at KUTZ AND COMPANY INC.

Paul Joseph Kutz
GREAT NECK, NY

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