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BUTLER FINANCIAL SERVICES, LTD.
CRD 134049
2625 TOWNSGATE ROAD, SUITE 330, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-373-1553
Fax
805-373-1553
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$45.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $45.3M |
All web addresses on file
Official SEC filing: View on IAPD