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Butler Financial Services, Inc. (Boulder)


Butler Financial Services, Inc. is an adviser based in Boulder. It manages $86.68 million of regulatory assets for 228 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Colorado.

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Butler Financial Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and wealth advisory. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Butler Financial Services: assets under management

The assets under management (AUM) of Butler Financial Services, Inc. is $86.68 million. The firm's AUM has grown by 163% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.91 million in discretionary accounts and $10.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $345.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Butler Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Butler Financial Services, Inc. performs its advisory services is located at 1113 Spruce St, Boulder, CO 80302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-444-3380 or by fax 303-381-2544. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at www.butler-financial.org.


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