BUTTONWOOD FINANCIAL GROUP, LLC

3013 Main Street
Kansas City, Missouri 64108-3323
Tel: 816-285-9000

About BUTTONWOOD FINANCIAL GROUP, LLC

BUTTONWOOD FINANCIAL GROUP, LLC, formally registered with the SEC as BUTTONWOOD FINANCIAL GROUP, LLC. The firm was established in 08/24/2009. They have over 1 offices throughout the country.

BUTTONWOOD FINANCIAL GROUP, LLC is a Kansas City, Missouri based Financial Planning firm with nearly $625,489,432 assets under management, offering retirement planning & investment advisory services to 2005 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151164
SEC#	801-70536
Assets Managed by Firm	$625,489,432
No. of Clients	2005
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2005	$625,489,432
Individuals (other than high net worth individuals)	252	$108,002,816
High net worth individuals	151	$505,585,196
Charitable organizations	Fewer than 5 clients	$9,367,673
Corporations or other businesses	Fewer than 5 clients	$2,533,747

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AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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