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Building 2BUTLER INVESTMENT MANAGEMENT GROUP

Map pinNAPA, CA
Phone707-253-1195
NotebookSEC #801-53116
Total AUM
$62M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1766 THIRD STREET STE B
NAPA
CA 94559
USA
Operating Hours
7:00AM TO 4:00PM
Monday - Friday
Phone
707-253-1195

ReceiptFinancials

Total AUM
$62M
Accounts
404
Discretionary
$2M
Accounts
4
Non-Discretionary
$60M
Accounts
400

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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