Butler Wick Asset Management Co is a large advisory firm based in Youngstown. It manages $108.04 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Ohio and Pennsylvania.
Butler Wick Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Butler Wick Asset Management Co is $108.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Butler Wick Asset Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas John Cavalier has been acting as President since 1 Jul 1989. Franklin Seaton Bennett joined the executive team most recently as the Secretary.
The principal office where Butler Wick Asset Management Co performs its advisory services is located at City Centre One, Youngstown, OH 44503 The mailing address of the firm is P. O. Box 149, Youngstown, OH 44501. An additional office of the firm is in Franklin, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-744-4351 or by fax 330-744-2539. The normal business hours are 9:00 - 5:00 eastern time on Monday - Friday. You can find more information about the New York firm at butlerwick.com.