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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jack V Butterfield Investment Company
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| CRD # | 3998 |
| SEC # | 801-132181 |
| CIK # | |
| AUM | $130.4 M (2025-07-29) |
| Employees | 9 (56% Investors, 89% Brokers) |
| Phone | 517-787-2430 |
| Address | 100 S Jackson, Suite 100 Jackson, MI 49201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 89.1 |
| (b) Individuals (high net worth individuals) | 18 | 41.3 |
| (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 | 298 | 130.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 298 | 130.4 |
| Total | 298 | 130.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 129.8 | |
| Total | 298 | 130.4 |
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|---|---|---|
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Indfin LLC
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0.1 | |
|
Polaris Financial Planning LLC
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0.1 | |
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Veritas Independent Partners LLC
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AR | 0.1 |
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Retirable Inc
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NY | 0.1 |
|
Integrity RIA LLC
✚
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LA | 0.1 |
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
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|
0.1 | |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Monson Wealth Management Inc
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WA | 0.1 |
|
Concord Atlantic Inc
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0.1 |