B
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-1987
- Office Locations
- 1
Office Locations
-- RED Bank NJ
About Buttfield & Associates
Buttfield & Associates is a Red Bank, NJ-based RIA providing financial planning and values-aligned Socially Responsible/impact investing portfolios. The firm works primarily with individuals and families in the tri-state area, with clients nationwide, and uses professionally managed third-party SRI strategies to align investments with clients' goals and desired real-world impact. Led by CFP/AIF Scott Buttfield (NAPFA member).
Team overview
69 AVG AGE
$18.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Eagle Element ridge Peak
Client Personas
Beacon vital
Custodian
Value Crest Eagle
Investment Themes
Prime Wave crest Value crest Matrix quantum Pioneer vector
Investment Vehicles
Harbor vertex Focus glacier
Services
Radial foundation Momentum Unison unison Foundation Prime Zenith Pioneer quantum
Owner & Executives
SCOTT MCLEAN BUTTFIELD
Associate
- CRD
- #1548211
- Ownership
- 75% or more
(889) 340-8855
pioneer.horizon@timbercapital.com
in linkedin.com/in/north-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,359,063 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,359,063 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,359,063
Public Funds:
29.3% Equity - Exchange:
24.4% Equity - OTC:
25.7% Cash:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,639,478,217 | 29.3% |
| Equity - Exchange | $1,365,299,266 | 24.4% |
| Equity - OTC | $1,438,040,621 | 25.7% |
| Cash | $1,152,670,692 | 20.6% |
| Total | $5,595,488,796 | 100.0% |