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BUTTONWOOD FINANCIAL GROUP, LLC
CRD 151164 · SEC 801-70536
3013 MAIN STREET, KANSAS CITY, MO, 64108-3323, United States
Phone
816-285-9000
Fax
816-285-9001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$659.5M
Discretionary AUM
$506.9M
Team
12 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 315 | $303.6M |
| High net worth individuals | 21 | $194.0M |
| Pension/profit sharing plans | 79 | $37.9M |
| Charitable organizations | 5 | $8.2M |
| Corporations/business entities | 9 | $115.9M |
States served
VT, AZ, CA, CO, IL, IA, KS, NM, ND, PA, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD