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KUTZ AND COMPANY INC.
CRD 124722 · SEC 801-111680
475 NORTHERN BLVD, STE 26, GREAT NECK, NY, 11021, United States
Phone
516-482-1158
Fax
516-829-5312
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.4M
Discretionary AUM
$115.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $10.9M |
| High net worth individuals | 27 | $104.5M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD