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Building 2BUTTONWOOD FINANCIAL GROUP, LLC

Map pinKANSAS CITY, MO
Phone816-285-9000
NotebookSEC #801-70536
Total AUM
$659.5M
Employees
12
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3013 MAIN STREET
KANSAS CITY
MO 64108-3323
United States
Operating Hours
8AM - 5PM, EVENINGS/WEEKENDS BY APPT
Monday - Friday
Phone
816-285-9000

ReceiptFinancials

Total AUM
$659.5M
Accounts
1,573
Discretionary
$506.9M
Accounts
1,433
Non-Discretionary
$152.6M
Accounts
140

ContactClients

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Individual Clients
315
AUM
$303.6M
HNW Individual Clients
21
AUM
$194M
Pension/Profit Sharing Plan Clients
79
AUM
$37.9M
Charitable Organization Clients
5
AUM
$8.2M
Corporation or Business Clients
9
AUM
$115.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations
AZCACOFLIAILKSMONDNMPATXVTWA

HandshakeAffiliates

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

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