Buttonwood Financial Group, LLC
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 151164
- Registered since
- August 24, 2009
- Website
- www.buttonwoodfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals46.04%
- HNWI29.41%
- Corporations / Businesses17.57%
- Pension & Profit Sharing Plans5.74%
- Charitable Organizations1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Buttonwood Financial Group, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (initial registration in 2009) and serves both individual/family and institutional clients. It describes itself as a capital allocator and provides fee arrangements that include a percentage of AUM, hourly charges and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities20%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$277M in ETFs
24%
$67.6M
47%
$210M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $24.9M | 352,741 | 8.99% |
Location
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 3013 Main St
- Time zone
- CT (UTC-6)
- Office locations
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