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BUTTERWORTH FINANCIAL LLC
CRD 325026 · SEC 801-134568
7 FEDERAL STREET, SUITE 36, DANVERS, MA, 01923, United States
Phone
617-792-8492
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$103.3M
Discretionary AUM
$100.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $41.3M |
| High net worth individuals | 39 | $56.5M |
| Corporations/business entities | 2 | $5.6M |
States served
CA, MA, NH
All web addresses on file
Official SEC filing: View on IAPD