Butler Wick Asset Management Co (Youngstown)

Name: Butler Wick Asset Management Co
Address: City Centre One, Youngstown, OH, 44503
Telephone: 330-744-4351

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.

Butler Wick Asset Management: assets under management

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 firm manages $108.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.44 million each.

Fees & Commissions

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.

Careers at Butler Wick Asset Management Co

Thomas John Cavalier has been acting as President since 1 Jul 1989. Franklin Seaton Bennett joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Butler Wick Corp	Corporation	1 Jul 1989	75% - 100%	34-1622483
Charles Marion Baker	Chief investment & operations officer	1 Jul 1989	Other	862145
James William Bear	Managing director	1 Jul 1989	Other	722080
Thomas Daryl Kepler	Vice president - managing director	1 Jul 1989	Other	268231
Thomas John Cavalier	President	1 Jul 1989	Other	821408
Keith Edwin Downard	Managing director	1 Jul 1989	Other	859799
William Russell Liber	Portfolio manager	1 Jul 1989	Other	309090
John Frank Peters	Managing director	1 Jul 1989	Other	361034
William George Weber	Portfolio manager	1 May 1996	Other	2693193
United Community Financial Corp.	Corporation	1 Aug 1999	75% - 100%	34-1856319
Franklin Seaton Bennett	Secretary	1 Feb 2000	Other	3104054
Ralph Thomas Meacham	Treasurer	1 Feb 2000	Other	2735050
Charles David Vine	Managing director	1 Feb 2000	Other	1062048

Based in Youngstown

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.