Cutler Wentzell & Moynihan LLC (Worcester)

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.

Cutler Wentzell & Moynihan: assets under management

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 firm manages $69.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.61 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cutler Wentzell & Moynihan LLC

David Norbert Grenier has been acting as President since 1 Jun 2003. Melvin Stanley Cutler joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Melvin Stanley Cutler	Principal	1 Jul 1999	25% - 50%	4380174
James Joseph Moynihan	Principal	1 Jul 1999	25% - 50%	341917
Stephen F Wentzell	Principal	1 Jul 1999	Other	4280473
David Norbert Grenier	President	1 Jun 2003	Other	4348080

Based in Worcester

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.