Stephen James Butler LLC (Pleasant Hill)

Name: Stephen James Butler LLC
Address: 2300 Contra Costa Blvd., Pleasant Hill, CA, 94523
Telephone: (925) 956-0505

Stephen James Butler LLC is a pension cosultant based in Pleasant Hill. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, California, Idaho, and 7 other states.

Stephen James Butler provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stephen James Butler LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stephen James Butler serves?

The only and largest group of clients of Stephen James Butler is pension and profit sharing plans with 169 clients and $0 of assets under management. Among the 2 most similar advisory firms, Stephen James Butler has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Stephen James Butler doesn't advise any private funds.

Careers at Stephen James Butler LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen James Butler	Manager	1 Dec 1998	75% - 100%	37280
Melania I Budiman	Chief compliance officer/manager	1 Dec 2014	Other	4909878

Based in Pleasant Hill

The principal office where Stephen James Butler LLC performs its advisory services is located at 2300 Contra Costa Blvd., Pleasant Hill, CA 94523, 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 (925) 956-0505 or by fax (925) 956-0506. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at facebook.com/steve.butler.71697.