Butler Michael James (Napa)

Name: Butler Michael James
Address: 1766 Third Street Ste B, Napa, CA, 94559
Telephone: 707-253-1195

Butler Michael James is a large advisory firm based in Napa. It manages $62 million of regulatory assets for 404 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Butler Michael James provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Butler Michael James: assets under management

The assets under management (AUM) of Butler Michael James is $62 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts and $60 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Butler Michael James for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Butler Michael James

Michael James Butler has been acting as President since 1 Jan 1996. Sandy Kay Butler joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sandy Kay Butler	Cfo	1 Jan 1996	25% - 50%	2748011
Michael James Butler	President	1 Jan 1996	50% - 75%	1674264

Based in Napa

The principal office where Butler Michael James performs its advisory services is located at 1766 Third Street Ste B, Napa, CA 94559, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-253-1195 or by fax 707-253-2972. The normal business hours are 7:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.bimgroup.com.