Investment adviser · CRD 282013

BUTORAC WEALTH MANAGEMENT INC

Investment adviser filing (IA)

SHERMAN VILLAGE, CA, United States · Form ADV filed Apr 6, 2016

Regulatory AUM
$45M
Form ADV · Item 5.F
Client accounts
179
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 6, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

12629 RIVERSIDE DRIVE, SUITE 335
SHERMAN VILLAGE, CA, 91607, United States

CRD 282013

Filing source

Form ADV 1008931 · Apr 6, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.