This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-14-2010
- Office Locations
- 1
Office Locations
About Kutz AND Company Inc.
Kutz & Company, CPAs is a New York metro-area firm combining full-service accounting and tax preparation with financial planning for individuals and small business owners/entrepreneurs. The advisory practice focuses on portfolio construction and risk-managed asset allocation, including mutual funds and ETFs, alongside retirement, estate, college/529, insurance, and business-succession planning. Notably, the firm will represent clients before the IRS on returns it prepares; Schwab is listed as a custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW B KUTZ
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4686896
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Chaim Deutsch
Chief Compliance Officer, Owner
- CRD
- #7548236
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,397,135 | $874,221 |
| Non-Discretionary | $0 | -- |
| Total | $115,397,135 | $874,221 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $115,397,135
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $237,191,298 | 22.3% |
| Cash | $395,673,376 | 37.2% |
| Equity - Exchange | $161,672,992 | 15.2% |
| Municipal Bonds | $269,100,441 | 25.3% |
| Total | $1,063,638,107 | 100.0% |