Overview
Assets Under Management: $393 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 130
Average Client Assets: $3 million
Frequently Asked Questions
BUTTONWOOD FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144926), BUTTONWOOD FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
BUTTONWOOD FINANCIAL ADVISORS, INC. is headquartered in BALTIMORE, MD.
BUTTONWOOD FINANCIAL ADVISORS, INC. serves 130 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, BUTTONWOOD FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BUTTONWOOD FINANCIAL ADVISORS, INC. manages $393 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, BUTTONWOOD FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,006
Discretionary Accounts: 996
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 144926
Last Filing Date: 2025-01-30 00:00:00
Website: https://buttonwoodfa.com