Cutler Investment Counsel, LLC

Cutler Investment Counsel, LLC (CRD# 128483) is a financial advisory firm headquartered in Jacksonville, OR. They manage $767,421,263 in 1,053 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    767
    MILLION
  • Total Number of Accounts
    1,053
    ACCOUNTS
  • Average Account Value
    $728,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, LA, MI, NE, OR, TX, VA, WA

Financial Advisors at Cutler Investment Counsel, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jessica L. Alvarez
CRD#: 6154736
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
93
Wealthminder
score

Jessica Alvarez (CRD# 6154736) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

2
Andrew D. Frey
CRD#: 6248738
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
93
Wealthminder
score

Andrew Frey (CRD# 6248738) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

3
Ardeth A. Hollo
CRD#: 828963
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
93
Wealthminder
score

Ardeth Hollo (CRD# 828963) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 37 years of experience in the finance industry.

4
Jennifer A. Leroy
CRD#: 6111966
525 Bigham Knoll, Jacksonville, OR 97530
93
Wealthminder
score

Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 5 years of experience in the finance industry.

5
Jonas L. Means
CRD#: 5120318
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
93
Wealthminder
score

Jonas Means (CRD# 5120318) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 11 years of experience in the finance industry.

6
Erich M. Patten
CRD#: 4670959
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
93
Wealthminder
score

Erich Patten (CRD# 4670959) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 6 years of experience in the finance industry.

7
Matthew C. Patten
CRD#: 2762796
525 Bigham Knoll, Jacksonville, OR 97530
93
Wealthminder
score

Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 14 years of experience in the finance industry.

8
Tingwei Chiang
CRD#: 5112049
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
90
Wealthminder
score

Tingwei Chiang (CRD# 5112049) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has 1 year of experience in the finance industry. Tingwei Chiang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brittany A. Johnson
CRD#: 6569647
525 Bigham Knoll, Jacksonville, OR 97530
89
Wealthminder
score

Brittany Johnson (CRD# 6569647) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 2 years of experience in the finance industry.

10
Carol S. Fischer
CRD#: 4351369
525 Bigham Knoll, Jacksonville, OR 97530
83
Wealthminder
score

Carol Fischer (CRD# 4351369) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 6 years of experience in the finance industry.

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