KUTZ AND COMPANY INC.

KUTZ AND COMPANY INC. of GREAT NECK, NY is an SEC-registered investment adviser (CRD 124722). Regulatory assets under management: $115.4M.

Registration

• CRD: 124722
• SEC file number: 801-111680
• Type: Registered investment adviser
• Location: 475 NORTHERN BLVD, STE 26, GREAT NECK, NY, 11021
• Phone: 516-482-1158
• Latest filing: 2026-03-04
• Regulatory AUM: $115.4M
• Discretionary AUM: $115.4M
• Clients: 2
• Accounts: 132

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search