Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > scottsdale > BUTTONWOOD CAPITAL MANAGEMENT (BCM)
BUTTONWOOD CAPITAL MANAGEMENT (BCM)
17550 North Perimeter Drive
Suite 100
Scottsdale, Arizona 85255
Tel: 480-305-2105
About BUTTONWOOD CAPITAL MANAGEMENT (BCM)
BUTTONWOOD CAPITAL MANAGEMENT (BCM), formally registered with the SEC as BUTTONWOOD CAPITAL MANAGEMENT (BCM). The firm was established in 11/22/2019. They have over 1 offices throughout the country.
BUTTONWOOD CAPITAL MANAGEMENT (BCM) is a Scottsdale, Arizona based Financial Planning firm with nearly $265,000,000 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174857 |
| SEC# | 801-117678 |
| Assets Managed by Firm | $265,000,000 |
| No. of Clients | 692 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 692 | $265,000,000 |
| Individuals (other than high net worth individuals) | 192 | $55,500,000 |
| High net worth individuals | 87 | $205,000,000 |
| Pension and profit sharing plans | 4 | $3,600,000 |
| Corporations or other businesses | 8 | $900,000 |
More Retirement Planning firms in Scottsdale, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
Explore More Retirement Advisors in Scottsdale, Arizona