Kutz and Company Inc.
● SEC registered since 2017CRD 124722SEC# 801-111680Great Neck, NY
Reg. AUM
$115.4M
Employees
2
Accounts
132
Location
Great Neck, NY
Kutz and Company Inc. assets under management
Kutz and Company Inc. operates as an SEC-registered investment adviser based in Great Neck, NY. The firm has been registered since 2017. It reports $115.4 million in regulatory assets under management and employs 2 people.
Kutz and Company Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew B Kutz Control | President/Cco | Over 75% | 1995 |
Frequently asked questions
How much does Kutz and Company Inc. manage?
Kutz and Company Inc. reports $115.4 million in regulatory assets under management on its Form ADV.
How many employees does Kutz and Company Inc. have?
Kutz and Company Inc. reports 2 employees.
Where is Kutz and Company Inc. located?
Kutz and Company Inc. is based in Great Neck, NY and has been SEC-registered since 2017.
Does Kutz and Company Inc. disclose fund performance?
Kutz and Company Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 475 Northern Blvd, Ste 26, Great Neck, NY 11021 |
| Phone | 516-482-1158 |
| Fax | 516-829-5312 |
| Office hours | 8-4 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.4M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$115.4Mregulatory AUM
Discretionary $115.4M