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BUTLER FINANCIAL SERVICES
1550 Wewatta St.
2nd Floor
Denver, Colorado 80202
Tel: 303-444-3380
About BUTLER FINANCIAL SERVICES
BUTLER FINANCIAL SERVICES, formally registered with the SEC as BUTLER FINANCIAL SERVICES. The firm was established in 06/30/2021. They have over 1 offices throughout the country.
BUTLER FINANCIAL SERVICES is a Denver, Colorado based Financial Planning firm with nearly $123,025,614 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118244 |
| SEC# | 801-121286 |
| Assets Managed by Firm | $123,025,614 |
| No. of Clients | 323 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (WEALTH MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 323 | $123,025,614 |
| Individuals (other than high net worth individuals) | 25 | $10,693,877 |
| High net worth individuals | 38 | $112,331,737 |
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