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Building 2BUTTONWOOD WEALTH

Map pinWINCHESTER, VA
Phone540-662-5233
NotebookSEC #801-117676
Total AUM
$425.3M
Employees
7
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 WEST BOSCAWEN STREET
WINCHESTER
VA 22601
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
540-662-5233
Other Offices
2

ReceiptFinancials

Total AUM
$425.3M
Accounts
1,062
Discretionary
$424.6M
Accounts
1,049
Non-Discretionary
$693.5K
Accounts
13

ContactClients

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Individual Clients
292
AUM
$88.1M
HNW Individual Clients
107
AUM
$326.4M
Charitable Organization Clients
5
AUM
$9.4M
Corporation or Business Clients
2
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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