Buttonwood Financial Advisors, Inc.
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 144926
- Registered since
- April 13, 2020
- Website
- www.buttonwoodfa.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.91%
- Individuals9.79%
- Corporations / Businesses0.27%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Buttonwood Financial Advisors, Inc. is an independent, corporation-form registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as select institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM and fixed-fee arrangements. Buttonwood does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
Contacts
3 of 5
Mary Thompson
Financial AdvisorCRD 6020089
Damian Gallina
Financial Advisor & PrincipalCRD 2340370
James Rossman
Managing MemberCRD 2969401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$123M in ETFs
76%
$94M
19%
$29.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $28.2M | 271,209 | 22.91% |
Location
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1 N Haven St
- Time zone
- ET (UTC-5)
- Office locations
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