|
⚲
|
| Butler Financial Services Inc
✚
|
|
|---|---|
| CRD # | 118244 |
| SEC # | 801-121286 |
| CIK # | |
| AUM | $135.7 M (2025-07-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-444-3380 |
| Address | 1001 Bannock St Denver, CO 80204 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 9.3 |
| (b) Individuals (high net worth individuals) | 40 | 126.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 135.7 |
| By Discretionary | ||
| Discretionary | 345 | 132.5 |
| Non-Discretionary | 2 | 3.2 |
| Total | 347 | 135.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.7 | |
| Total | 347 | 135.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Drystone LLC
✚
|
0.1 | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |
|
Invariant Investment Management LLC
✚
|
PA | 0.1 |
|
H S Dreher Capital Management LLC
✚
|
NC | 0.1 |
|
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Cedarwood Wealth LLC
✚
|
CO | 0.1 |
|
Downshift Financial LLC
✚
|
0.1 | |
|
Game Plan Advisors Inc
✚
|
TX | 0.1 |
|
Preston F Sanders CHFC LLC
✚
|
GA | 0.1 |