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BUTTFIELD & ASSOCIATES

CRD 128382

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$18.4M

Discretionary AUM

$18.4M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals13$6.7M
High net worth individuals5$11.7M

All web addresses on file

Official SEC filing: View on IAPD