Cutler Investment Counsel, LLC

Cutler Investment Counsel, LLC (CRD# 128483) is a financial advisory firm headquartered in Jacksonville, OR. They manage $899,443,260 in 452 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    899
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,989,919
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, IL, LA, OR, TX, VA, WA

Financial Advisors at Cutler Investment Counsel, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ian M. Bachtel
CRD#: 5526985
525 Bigham Knoll, Jacksonville, OR 97530
93
Wealthminder
score

Ian Bachtel (CRD# 5526985) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 8 years of experience in the finance industry.

2
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 36 years of experience in the finance industry.

3
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 13 years of experience in the finance industry.

4
Xavier J. Urpi
CRD#: 1729302
675 Peter Jefferson Parkway, Suite 490, Charlottesville, VA 22911
93
Wealthminder
score

Xavier Urpi (CRD# 1729302) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Charlottesville, VA and has over 23 years of experience in the finance industry.

5
Andrew D. Frey
CRD#: 6248738
1325 4th Avenue, Suite 1744, Seattle, WA 98101
92
Wealthminder
score

Andrew Frey (CRD# 6248738) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Seattle, WA and has over 3 years of experience in the finance industry.

6
Jessica L. Alvarez
CRD#: 6154736
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
90
Wealthminder
score

Jessica Alvarez (CRD# 6154736) 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.

7
Jennifer A. Leroy
CRD#: 6111966
525 Bigham Knoll, Jacksonville, OR 97530
90
Wealthminder
score

Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 4 years of experience in the finance industry.

8
Erich M. Patten
CRD#: 4670959
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
90
Wealthminder
score

Erich Patten (CRD# 4670959) 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.

9
Brittany A. Johnson
CRD#: 6569647
525 Bigham Knoll, Jacksonville, OR 97530
87
Wealthminder
score

Brittany Johnson (CRD# 6569647) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has 1 year of experience in the finance industry.

10
Carol S. Fischer
CRD#: 4351369
525 Bigham Knoll, Jacksonville, OR 97530
80
Wealthminder
score

Carol Fischer (CRD# 4351369) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 4 years of experience in the finance industry.

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