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Butler Associates Financial Planners, Inc.

Butler Associates Financial Planners, Inc. is a RIA based in St Louis, MO with $51M in AUM and with 3 advisors nationwide.

Advisors (3)

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Name Start Date
James L. Butler Jan 1989
Amy Alane Sherrer Feb 1996
Thomas John Tanurchis Jan 2002
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$50.6M
Total Assets
434
Accounts
$116.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
James L. Butler President 01/01/1988
Amy Alane Sherrer Vice-President / Chief Compliance Officer 09/01/2000
Thomas John Tanurchis Stockholder 01/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
11400 Concord Village Avenue
St. Louis , MO 63123
Phone Number: 314-842-6555

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions