Gerald Butrimovitz Wealth Advisory
Firm details
- Headquarters
- ,
- CRD number
- 112015
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- Individuals100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Gerald Butrimovitz Wealth Advisory is a sole‑proprietorship independent RIA run by Gerald Butrimovitz that serves individual and family clients. The firm combines financial planning with securities sales: it operates as a registered representative of a broker‑dealer and is active as an other financial product salesperson. Its billing mix includes percentage‑of‑AUM fees as well as hourly and fixed fees, and it also earns commissions. The adviser does not identify as an ESG investor and is not structured as a multi‑state advisory firm.
Assets & Accounts
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
- Other100%
Contacts
1 of 1Gerald Butrimovitz
Registered RepresentativeCRD 1220810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations