The Butterfield Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 312852
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.49%
- Individuals26.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Butterfield Group LLC is an independent registered investment adviser organized as an LLC and focused on serving individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm uses a mix of fee models — asset-based fees plus hourly and fixed fees — and does not position itself as an active ESG investor. Investment posture is equity-oriented: the firm shows a stated preference for exchange-traded equities while also using mutual funds to implement client strategies. The firm reports offering private placement and other alternative exposures alongside public-market strategies.
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
- Exchange Traded Equities50%
- Non-Exchange Traded Equities20%
- US Government Bonds15%
- Cash & Cash Equivalents10%
- Derivatives5%
Contacts
1 of 1
Daniel Boston
Financial AdvisorCRD 7341906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations