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 formed in 2009 and organized as an LLC. The firm serves both individual/family and institutional clients and acts as a capital allocator, sourcing external managers and funds as part of its advisory mix. Its service model combines financial planning with portfolio management for individuals, small businesses, and larger business or institutional clients, and it also performs adviser selection for third-party managers. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Buttonwood does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
1 of 1
Jacqueline Morgan
Chief Operating OfficerCRD 7840670
Contacts
3 of 7Carlos Carriedo Samaniego
Customer Service SpecialistCRD 6564965
Kaden Ludlow
Wealth Management StrategistCRD 8189248
Danielle Brown
Wealth Management StrategistCRD 6578841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$251M in ETFs
21%
$52M
50%
$199M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $31.2M | 459,161 | 12.44% |
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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