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BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD 144926 · SEC 801-118433
1 N HAVEN STREET, SUITE 204, BALTIMORE, MD, 21224, United States
Phone
410-988-2391
Fax
410-988-2395
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$483.2M
Discretionary AUM
$455.9M
Team
8 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $47.3M |
| High net worth individuals | 152 | $434.4M |
| Charitable organizations | 3 | $160K |
| Corporations/business entities | 3 | $1.3M |
States served
CA, DC, GA, IL, MD, NY, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD