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GERALD BUTRIMOVITZ WEALTH ADVISORY

BUTRIMOVITZ, GERALD PAUL

CRD 112015

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$4.8M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; REQUESTED FINANCIAL PLANNING FOR INDIVIDUALS, ESTATES

Org form

Sole Proprietorship

Filing date

2026-05-13

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningCOMPREHENSIVE LIFE FINANCIAL PLANNING FOR INDIVIDUALS, ESTATES AND BUSINESS OWNERS AS REQUIRED BY ANALYSIS AND REQUESTS

Client types

TypeClientsAUM
Individuals10$4.8M
High net worth individuals5—

Official SEC filing: View on IAPD