BUTLERJEFFREY, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 290388
- Website
- www.butlerjeffrey.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Butlerjeffrey, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. It also operates as an insurance broker. Compensation is charged via a percentage-of-assets arrangement and fixed fees. Butlerjeffrey does not position itself as an ESG-focused manager and appears to operate within a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents17%
- Exchange Traded Equities6%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Contacts
1 of 1JOSEPH BLACK
Founding MemberCRD 5227885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 6400 Powers Ferry Rd
- Time zone
- ET (UTC-5)
- Office locations
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