BG
Butrimovitz, Gerald Paul
State-registered
Wealth Manager · Boutique (under $100M)
CRD 112015
·
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ADV data as of May 13, 2026
- Regulatory AUM
- $4.8M
- Discretionary
- $0
- Clients
- 15
- Avg AUM / client
- $323K
- Accounts
- 10
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $4.8M | 100.0% |
| High net worth individuals | 5 | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerald Paul Butrimovitz | Registered representative | CFP | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Other fees
- • REQUESTED FINANCIAL PLANNING FOR INDIVIDUALS, ESTATES
Services
- • Financial planning services
- • Other services
Custody
Reported custodians
- LPL Financial May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗