RIA Intel›Advisers›Missouri›CUTTER AND COMPANY BROKERAGE, INC.

CUTTER AND COMPANY BROKERAGE, INC.

Advisory

N·BALLWIN, MO

Data as of Mar 25, 2024 · Source: SEC Form ADV

Total AUM

$937M

1-Year AUM Growth

+15.2%

3-Year CAGR

+6.0%

Employees

38

Assets Under Management

Total AUM$937M

Discretionary AUM$768M

Non-Discretionary AUM$169M

Discretionary %82%

Total Clients2,368

Team

Total Employees38

Investment Advisers48

Employee Growth (1Y)—

Filing History

Total Filings on Record54

First FilingAug 29, 2003

Latest FilingMar 25, 2024

🔒 Full AUM trend chart and 54 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CUTTER AND COMPANY BROKERAGE, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.