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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Kutz And Company Inc.
Showing 1 - 1 of 1 top financial advisors.
Paul J. Kutz
CRD#: 4620932
475 Northern Blvd, Ste 26, Great Neck, NY 11021

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.