Cutter & CO Brokerage is an investment advisor in Ballwin with $887.35 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431477566
SEC advisor number
801-62329
FINRA CRD number
22449
AUM ?
$887.35 mm
(as of 1 Dec 22)
Accounts
2,202
(as of 1 Dec 22)
Employees
50
(39 investment advisory or research)
Address
Cutter & CO Brokerage
15415 CLAYTON ROAD
BALLWIN
MO 63011
15415 CLAYTON ROAD
BALLWIN
MO 63011
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
636-537-8770
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Castiglioni, Deborah Marie | CEO, Chief Compliance Officer-ra | 01/2015 | 25-50% |
Meyer, William Louis | President | 08/1988 | > 75% |
Richter, Nancy L | Chief Compliance Officer - BD | 01/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21