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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 $532,353,343 assets under management, offering retirement planning & investment advisory services to 2269 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 151164 |
| SEC# | 801-70536 |
| Assets Managed by Firm | $532,353,343 |
| No. of Clients | 2269 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2269 | $532,353,343 |
| Individuals (other than high net worth individuals) | 152 | $430,250,415 |
| High net worth individuals | 252 | $92,181,314 |
| Charitable organizations | Fewer than 5 clients | $7,616,573 |
| Corporations or other businesses | Fewer than 5 clients | $2,305,041 |
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