Overview
Assets Under Management: $393 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 130
Average Client Assets: $3 million
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