RIA Intel›Advisers›California›BUTRIMOVITZ, GERALD PAUL

BUTRIMOVITZ, GERALD PAUL

Advisory

CA

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in CA

#4,939

of 5,480 advisers by AUM

Average account

$485K

across 10 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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