BUTTERWORTH FINANCIAL LLC
CRD #325026 SEC #801-134568 DANVERS, MA 617-792-8492
SEC Registered
Total AUM
$100.3M
Discretionary
$97.3M
Employees
1
Clients
11
Accounts
359
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUTTERWORTH, MARK, SPENCER | I | OWNER, CCO | E | Control |
| BUTTERWORTH, MARK, SPENCER | I | OWNER, CCO | E | Control |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (3)
CA MA NH
Address
7 FEDERAL STREET, SUITE 36DANVERS, MA 01923
United States
Phone: 617-792-8492