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MCCUTCHEN GROUP LLC
MCCUTCHEN GROUP LLC
SEATTLE, Washington
·
6 registered advisors
·
CRD# 143309
SEC# 801-67647
0
206-816-6850
01
Firm Overview
AUM
$3.9B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MCCUTCHEN GROUP LLC
6 registered advisors
Cathy Jo Reeves
SEATTLE, Washington
CRD# 5313942
Matthew Brooks Mccutchen
SEATTLE, Washington
CRD# 4255911
Sara M Taylor
SEATTLE, Washington
CRD# 2981601
Seth David Pierce Leaptrot
SEATTLE, Washington
CRD# 6931357
Shaun Michael Miller
SEATTLE, Washington
CRD# 2906616
Wendy Mccutchen
SEATTLE, Washington
CRD# 7357705
05
Office Locations
SEATTLE, Washington
6 advisors
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Data sourced from SEC Form ADV filings. MCCUTCHEN GROUP LLC (CRD# 143309) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.