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Building 2BUTTONWOOD FINANCIAL ADVISORS, INC.

Map pinBALTIMORE, MD
Phone410-988-2391
NotebookSEC #801-118433
Total AUM
$483.2M
Employees
8
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 N HAVEN STREET, SUITE 204
BALTIMORE
MD 21224
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
410-988-2391

ReceiptFinancials

Total AUM
$483.2M
Accounts
1,066
Discretionary
$455.9M
Accounts
1,053
Non-Discretionary
$27.3M
Accounts
13

ContactClients

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Individual Clients
169
AUM
$47.3M
HNW Individual Clients
152
AUM
$434.4M
Charitable Organization Clients
3
AUM
$160.2K
Corporation or Business Clients
3
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAILMDNHNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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