BUTTONWOOD FINANCIAL ADVISORS, INC.

1 N Haven Street, Suite 204
Baltimore, Maryland 21224
Tel: 410-988-2391

About BUTTONWOOD FINANCIAL ADVISORS, INC.

BUTTONWOOD FINANCIAL ADVISORS, INC, formally registered with the SEC as BUTTONWOOD FINANCIAL ADVISORS, INC. The firm was established in 04/13/2020. They have over 1 offices throughout the country.

BUTTONWOOD FINANCIAL ADVISORS, INC. is a Baltimore, Maryland based Financial Planning firm with nearly $393,164,159 assets under management, offering retirement planning & investment advisory services to 1006 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144926
SEC#	801-118433
Assets Managed by Firm	$393,164,159
No. of Clients	1006
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1006	$393,164,159
Individuals (other than high net worth individuals)	189	$52,002,140
High net worth individuals	130	$340,162,178
Charitable organizations	3	$226,230
Corporations or other businesses	3	$773,611

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