$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
22 yrs Firm Age
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- Custodian
- Citibank ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2004
- Office Locations
- 1
Office Locations
-- NEW York NY
About THE Butler Group LLC
The Butler Group LLC is a New York-based retail advisory firm led by managing director Tabor Williams Butler. The firm provides financial planning, estate planning, and insurance guidance for business owners and entrepreneurs, using an asset-allocation approach across ETFs, mutual funds, fixed income, and real assets such as infrastructure and real estate. Custody includes Merrill Lynch and TD Ameritrade.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TABOR WILLIAMS BUTLER
Investment Advisor, MANAGING DIRECTOR
- CRD
- #2932815
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,863,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,863,726 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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