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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-1992
- Office Locations
- 1
Office Locations
About Butler Financial Services, Ltd.
Butler Financial Services is a Westlake Village, CA advisory firm serving individuals from early-career professionals to retirees. The team provides financial planning and investment management, with an emphasis on integrating tax preparation and tax planning into a comprehensive plan (services are unbundled). Portfolios are primarily implemented with ETFs alongside U.S. government/agency bonds and cash.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
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Owner & Executives
KENNETH CHARLES BUTLER
Certified Financial Planner, VICE PRESIDENT
- CRD
- #1279538
- Ownership
- 75% or more
Nicholas Kenneth Butler
Certified Financial Planner, President
- CRD
- #6634299
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,326,004 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,326,004 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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