BUTTONWOOD CAPITAL MANAGEMENT (BCM)
Total AUM
$380.8M
Employees
6Clients
355Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
17550 NORTH PERIMETER DRIVE
SUITE 100
SCOTTSDALE
AZ 85255
United States
SUITE 100
SCOTTSDALE
AZ 85255
United States
Operating Hours
7-3:30 (BY APPOINTMENT)
Monday - Friday
Monday - Friday
Phone
480-305-2105
Financials
Total AUM
$380.8M
Accounts
896Discretionary
$375.2M
Accounts
882Non-Discretionary
$5.5M
Accounts
14
Clients
Individual Clients
235AUM
$62.6M
HNW Individual Clients
105AUM
$307.3M
Pension/Profit Sharing Plan Clients
4AUM
$5.5M
Charitable Organization Clients
2AUM
$620.5K
Corporation or Business Clients
9AUM
$4.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.