BUTTERWORTH FINANCIAL LLC

BUTTERWORTH FINANCIAL LLC of DANVERS, MA is an SEC-registered investment adviser (CRD 325026). Regulatory assets under management: $103.3M.

Registration

• CRD: 325026
• SEC file number: 801-134568
• Type: Registered investment adviser
• Location: 7 FEDERAL STREET, SUITE 36, DANVERS, MA, 01923
• Phone: 617-792-8492
• Latest filing: 2026-01-22
• Regulatory AUM: $103.3M
• Discretionary AUM: $100.3M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 388

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325026 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search