Kutz And Company Inc.
Kutz And Company Inc. (CRD# 124722) is a financial advisory firm headquartered in Great Neck, NY. They manage $40,400,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$748,148
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Kutz (CRD# 4620932) is an Investment Advisor Representative working at Kutz And Company Inc. in Great Neck, NY and has 1 year of experience in the finance industry. Paul Kutz 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.