Overview
Assets Under Management: $103 million
Headquarters: DANVERS, MA
High-Net-Worth Clients: 39
Average Client Assets: $1.4 million
Frequently Asked Questions
BUTTERWORTH FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325026), BUTTERWORTH FINANCIAL LLC is subject to fiduciary duty under federal law.
BUTTERWORTH FINANCIAL LLC is headquartered in DANVERS, MA.
BUTTERWORTH FINANCIAL LLC serves 39 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, BUTTERWORTH FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
BUTTERWORTH FINANCIAL LLC manages $103 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, BUTTERWORTH FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.65%
Average Client Assets: $1.4 million
Total Client Accounts: 388
Discretionary Accounts: 384
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 325026
Filing ID: 2042734
Last Filing Date: 2026-01-22 09:40:20