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Edward Joseph Butorac

BUTORAC WEALTH MANAGEMENT INC·SHERMAN VILLAGE, California
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12629 RIVERSIDE DRIVE, SUITE 335, SHERMAN VILLAGE, CA 91607CRD# 2626351Firm CRD# 282013
01

About

Edward Joseph Butorac is a registered financial advisor based in SHERMAN VILLAGE, California, affiliated with BUTORAC WEALTH MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BUTORAC WEALTH MANAGEMENT INC
BUTORAC WEALTH MANAGEMENT INC
AUM
$45M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2626351
Firm CRD# 282013
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Joseph Butorac offer?
Edward Joseph Butorac specializes in Financial Planning, Investment Management. Contact their office in SHERMAN VILLAGE, California for a consultation.
What are Edward Joseph Butorac's credentials?
Edward Joseph Butorac is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Butorac located?
Edward Joseph Butorac is based in SHERMAN VILLAGE, California, working with BUTORAC WEALTH MANAGEMENT INC. Their office serves clients in the SHERMAN VILLAGE metropolitan area and surrounding communities.
How does Edward Joseph Butorac charge for services?
Edward Joseph Butorac's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTORAC WEALTH MANAGEMENT INC?
BUTORAC WEALTH MANAGEMENT INC has approximately 2 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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