KUTZ AND COMPANY INC.
CRD #124722 SEC #801-111680 GREAT NECK, NY 516-482-1158
SEC Registered
Total AUM
$103M
Discretionary
$103M
Employees
3
Clients
10
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $103M | $103M | $0 | 3 | 0 |
| Mar 2024 | $93.3M | $93.3M | $0 | 3 | 0 |
| Mar 2023 | $85.7M | $85.7M | $0 | 3 | 0 |
| Nov 2022 | $100.4M | $100.4M | $0 | 2 | 0 |
| Nov 2022 | $100.4M | $100.4M | $0 | 2 | 0 |
| Jan 2022 | $100.4M | $100.4M | $0 | 2 | 0 |
| Jan 2022 | $100.4M | $100.4M | $0 | 2 | 0 |
| Jan 2021 | $84.3M | $84.3M | $0 | 2 | 0 |
| Jan 2021 | $84.3M | $84.3M | $0 | 2 | 0 |
| May 2020 | $73.2M | $73.2M | $0 | 2 | 0 |
| Jan 2020 | $73.2M | $73.2M | $0 | 2 | 0 |
| Jan 2019 | $61.1M | $61.1M | $0 | 2 | 0 |
| Jan 2018 | $62.3M | $62.3M | $0 | 2 | 0 |
| Nov 2017 | $56.3M | $56.3M | $0 | 2 | 57 |
| Nov 2017 | $56.3M | $56.3M | $0 | 2 | 57 |
| Aug 2017 | $56.3M | $56.3M | $0 | 2 | 26 |
DateJan 2025
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$62.3M
Discretionary$62.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees2
Clients57
DateNov 2017
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees2
Clients57
DateAug 2017
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees2
Clients26