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- Custodian
- Charles Schwab & Company · Etrade · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-26-2021
- Office Locations
- 1
Office Locations
About THE Butterfield Group LLC
Butterfield provides bespoke banking services—lending, cash management and transactions—for personal, private, business and corporate clients, alongside trust structures to help grow, protect and transfer assets. Its investments team supports clients in building investment plans and portfolios. Clients can access accounts via Butterfield Online, ATMs and mobile banking, with select Saturday banking offered through its Front Street centre.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Daniel Boston
Chief Executive Officer, Financial Advisor
- CRD
- #7341906
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,933,209 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,933,209 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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