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| Butterworth Financial LLC
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|
|---|---|
| CRD # | 325026 |
| SEC # | 801-134568 |
| CIK # | |
| AUM | $103.3 M (2026-01-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-792-8492 |
| Address | 7 Federal Street, Suite 36 Danvers, MA 01923 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 41.2 |
| (b) Individuals (high net worth individuals) | 39 | 56.5 |
| (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 | 2 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 103.3 |
| By Discretionary | ||
| Discretionary | 384 | 100.3 |
| Non-Discretionary | 4 | 3.0 |
| Total | 388 | 103.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.3 | |
| Total | 388 | 103.3 |
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|---|---|---|
|
Altitude Capital Management LLC
✚
|
IA | 0.1 |
|
Eurocapital Advisors Inc
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FL | 0.1 |
|
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0.1 | |
|
Advocacy Financial LLC
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|
Allridge Wealth Management PC
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|
Abundant Wealth Partners LLC
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|
CA | 0.1 |
|
First Financial Services LLC
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|
AR | 0.1 |
|
Ironhorn Advisors LLC
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|
TX | 0.1 |
|
Templer Wealth Management LLC
✚
|
VA | 0.1 |