Cutler Investment Counsel LLC
Legal Name: CUTLER INVESTMENT COUNSEL, LLC
525 BIGHAM KNOLL, JACKSONVILLE, OR
Full Contact Details
Other Info
Cutler Investment Counsel LLC is legally known as CUTLER INVESTMENT COUNSEL, LLC. It is an OR Limited Liability Company. This firm has 10 employees, of which 10 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 31, 2003.
Direct Owners
-
BROOKE CUTLER ASHLAND
CHAIRMAN, CHIEF COMPLIANCE OFFICER, MEMBER owns more than 5% but less than 10%
-
CAROL SUE FISCHER
DIRECTOR OF CLIENT RELATIONS, MEMBER owns more than 5% but less than 10%
-
ERICH MARK PATTEN
PRESIDENT, MEMBER owns more than 25% but less than 50%
-
MATTHEW CUTLER PATTEN
CHIEF EXECUTIVE OFFICER, MEMBER owns more than 25% but less than 50%
Firms Located Nearby
- Vision Capital Management Inc
- Headwater Investment Consultinginc
- Greenwood Resources Capital Management LLC
- Roehl & YI Investment Advisors LLC
- Strategic Financial Partners Ltd
- JGP Wealth Management LLC
- Stancorp Investment Advisers Inc
- Sapient Private Wealth Management Services LLC
- Campbell Global LLC
- Sheppard Wealth Management LLC
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 5, 2019
- INVESCO EXCHANGE TRADED FD T $31,958k
- VANGUARD BD INDEX FD INC $26,165k
- ISHARES $22,214k
- VANGUARD INDEX FDS MID CAP ETF $21,488k
- MICROSOFT CORP $15,701k
- MCDONALDS CORP $14,971k
- Deere & Co $14,477k
- HOME DEPOT INC $14,168k
- DISNEY WALT CO $13,580k
- BECTON DICKINSON $13,550k