G
CRD: 112015
Gerald Butrimovitz Wealth Advisory
SAN Francisco, CA
4155660400
$4.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
38 yrs Firm Age
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- Custodian
- John Hancock ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1988
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Gerald Butrimovitz Wealth Advisory
Gerald Butrimovitz Wealth Advisory is a SAN Francisco-based RIA. The firm has been operating for 38 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with John Hancock and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$146.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Timber
Client Personas
Prime ridge
Investment Themes
Foundation ember Ridge pathway
Investment Vehicles
Zenith
Services
Vector Wave horizon Bridge eagle Zenith Radial element Eagle
Owner & Executives
G
GERALD PAUL BUTRIMOVITZ
Owner
- CRD
- #1220810
- Ownership
- 75% or more
(778) 391-1189
wave.vital@capitalcapital.com
in linkedin.com/in/prime-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,847,586 | -- |
| Total | $4,847,586 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,847,586
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,775,477,829 | 100.0% |
| Total | $5,775,477,829 | 100.0% |