Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
155 days old
General
Location
Hauppauge, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$17,000,000.00
# of Accounts
10,000
Avg Client Age
53
Overview

Kuttin Wealth Management is a Barron's Top 100, Top 100 Independent, and Barron's Hall of Fame practice. Founded in 1994 by Jonathan Kuttin, the firm is a financial planning and wealth management practice managing assets in excess of $2 billion. We specialize in building strategic partnerships with the tax professional industry. Working with our clients' tax professionals has enabled our advice to be truly integrated, and is highly rewarded through consistent client referrals from our accounting professional partners.
In addition, Kuttin Wealth Management has successfully acquired over a dozen financial planning/wealth management practices in a wide geographical area nationwide.
We currently have a team of 23 financial advisors and 17 support staff and specialists on our team.
As a practice, we are highly motivated, and well positioned to continue to acquire additional practices, and successfully execute our proven client service system to ensure a smooth transition selling advisor, and preserver important client relationships. We are interested in full, partial, acquisitions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...