Mccutchen Group LLC
Legal Name: MCCUTCHEN GROUP LLC
925 FOURTH AVENUE, SUITE 2288, SEATTLE, WA
206-816-6850
http://www.mccutchengroup.com/
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Full Contact Details
Mccutchen Group LLC
925 FOURTH AVENUE, SUITE 2288, SEATTLE, WA
206-816-6850
206-816-6830
Other Info
McCutchens Group LLC is a Limited Liability Company registered with the SEC since April 11, 2007. The firm has 20 employees, among which 7 occupy advisory roles, and it provides services to a single client.
Direct Owners
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CATHY JO REEVES
CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER owns less than 5%
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MATTHEW BROOKS MCCUTCHEN
MANAGING MEMBER owns 75% or more
-
SETH DAVID PIERCE LEAPTROT
CHIEF COMPLIANCE OFFICER owns less than 5%
Custodians
-
CHARLES SCHWAB & CO., INC.
United States
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 25, 2019
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $67,902k
- VANGUARD INTL EQUITY INDEX F $49,899k
- VANGUARD INDEX FDS REAL ESTATE ETF $48,374k
- VANGUARD INDEX FDS TOTAL STK MKT $37,523k
- ISHARES RUS $26,459k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $19,243k
- VANGUARD BD INDEX FD INC $15,837k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $15,682k
- ISHARES INC CORE MSCI EMKT $13,260k
- ISHARES $9,260k