CRD: 325026
Butterworth Financial LLC
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- Custodian
- John Hancock ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2023
- Office Locations
- 1
Office Locations
About Butterworth Financial LLC
Butterworth Financial LLC is a Danvers, MA Registered Investment Adviser led by CFP professional Mark S. Butterworth. The firm delivers personalized financial planning and wealth management for retirees/pre-retirees, working professionals and small business owners, including retirement, estate and legacy planning. Portfolios use a mix of investment alternatives with ongoing review meetings, and clients can view accounts through an online portal. Custody includes LPL Financial.
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Owner & Executives
MARK SPENCER BUTTERWORTH
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #2408252
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,300,000 | $261,198 |
| Non-Discretionary | $3,000,000 | $750,000 |
| Total | $103,300,000 | $266,237 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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