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Andrew B Kutz

Investment adviser representative at Kutz and Company Inc.
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

30 years in the industry.

  1. Kutz and Company Inc.Jan 1996 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Kutz and Company Inc.

$115.4MAssets managed
66Clients
1Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4686896
Firm CRD
124722
Advisor's SEC record (opens in a new tab)
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