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Building 2BUTTERWORTH FINANCIAL LLC

Map pinDANVERS, MA
Phone617-792-8492
NotebookSEC #801-134568
Total AUM
$103.3M
Employees
1
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 FEDERAL STREET, SUITE 36
DANVERS
MA 01923
United States
Operating Hours
08:00 AM TO 5:00 PM
Monday - Friday
Phone
617-792-8492

ReceiptFinancials

Total AUM
$103.3M
Accounts
388
Discretionary
$100.3M
Accounts
384
Non-Discretionary
$3M
Accounts
4

ContactClients

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Individual Clients
99
AUM
$41.2M
HNW Individual Clients
39
AUM
$56.5M
Corporation or Business Clients
2
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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