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CUTTER FINANCIAL GROUP LLC
CRD 290016 · SEC 801-111822
84 DAVIS STRAITS, FALMOUTH, MA, 02540, United States
Phone
(508) 388-7175
Fax
(508) 388-7029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.9M
Discretionary AUM
$216.9M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 478 | $136.9M |
| High net worth individuals | 42 | $80.0M |
| Charitable organizations | 1 | $46K |
States served
MA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/CUTTERFINANCIALGROUPLLC
- HTTPS://WWW.LINKEDIN.COM/IN/JEFFREYCUTTER/
- HTTP://CUTTERFINANCIALGROUP.COM/
- https://www.linkedin.com/in/jill-cutter-rph-4074541a/
- https://www.linkedin.com/company/cutter-financial-group-llc/
- HTTPS://WWW.YOUTUBE.COM/USER/CUTTERFINANCIALGROUP
- https://cutterfinancialgroup.com/blog
- https://www.linkedin.com/in/ethan-kapsambelis-24181b186
- https://www.linkedin.com/in/jennifer-farrington-451098a1/
- https://www.linkedin.com/in/fletchen/
Official SEC filing: View on IAPD