Alexander
Lund
Cutler Investment Counsel, LLC
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About this Advisor
Alexander Lund is a financial advisor working out of Anchorage, Alaska, with a total of 1 year of industry experience. Lund works at Cutler Investment Counsel, LLC. The advisor has gained experience at Foundations Asset Management, LLC, Driveways Done Right and Utah State University. Lund holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Alaska. Cutler Investment Counsel, LLC is a registered investment business based in Jacksonville, OR. The firm has offices in five locations and a total of 20 employees. It administers $1 billion in assets under management between its 1,790 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises 12 charitable organizations. Of its 1,790 client accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets. Cutler Investment Counsel, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees billed by Cutler Investment Counsel, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutler Investment Counsel, LLC Brokerage Details
$1,054,066,040
20
1,790
$588,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Alexander Lund Work History
Alexander has been registered as a financial advisor for 1 years.*
Foundations Asset Management, LLC
Driveways Done Right
Utah State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Lund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cutler Investment Counsel, LLC
Jacksonville, OR
Bellevue, WA
Newport Beach, CA
Jacksonville, OR
Seattle, WA
Bellevue, WA
Bellevue, WA
Anchorage, AK
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