$10.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave catalyst
- Established Date
- 06-08-2010
- Office Locations
- 1
Office Locations
-- South Windsor CT
About Butler & Co., Inc.
Butler & Co., Inc. is a South Windsor, CT advisory firm providing portfolio construction, asset allocation, risk management, and insurance planning for retail and institutional clients. Portfolios are primarily ETF-based, with cash management alongside. The practice is custodied at Charles Schwab and leverages the Orion/Orion Portfolio Solutions platform for implementation.
Team overview
68 AVG AGE
$10.0M AVG AUM / ADVISOR
$769.2K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Quantum
Custodian
Vital timber Capital Foundation Summit
Investment Themes
Value legacy Pathway eagle
Investment Vehicles
Eagle fusion
Platform
Unison ember Summit
Services
North Radial beacon
Technology
North
Owner & Executives
M
MARK FRANCIS BUTLER
Financial Advisor, President
- CRD
- #1217156
- Ownership
- 75% or more
(804) 316-3271
legacy.momentum@ridgecapital.com
in linkedin.com/in/frontier-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Equity - Exchange:
63.9% Cash:
36.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,600,662,934 | 63.9% |
| Cash | $2,599,122,565 | 36.1% |
| Total | $7,199,785,499 | 100.0% |