Cutler Wentzell & Moynihan LLC is a large advisory firm based in Worcester. It manages $69.23 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, and Massachusetts.
Cutler Wentzell & Moynihan provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cutler Wentzell & Moynihan LLC is $69.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cutler Wentzell & Moynihan LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Norbert Grenier has been acting as President since 1 Jun 2003. Melvin Stanley Cutler joined the executive team most recently as the Principal.
The principal office where Cutler Wentzell & Moynihan LLC performs its advisory services is located at 306 Main St 2 Nd Fl, Worcester, MA 01608 1518, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-757-4455 or by fax 508-757-4466. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.