The Butterfield Group
The Butterfield Group (CRD# 312852) is a financial advisory firm headquartered in , . They manage $1,200,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Butterfield Group
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$52,174
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at The Butterfield Group
1
Daniel Boston (CRD# 7341906) is an Investment Advisor Representative working at The Butterfield Group in Simi Valley, CA and has over 3 years of experience in the finance industry.
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