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Buttonwood Financial Advisors, Inc.

● SEC registered since 2020CRD 144926SEC# 801-118433Baltimore, MD
Export (members)
Reg. AUM
$483.2M
Employees
8
Accounts
1,066
Location
Baltimore, MD

Buttonwood Financial Advisors, Inc. assets under management

Buttonwood Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2020. It reports $483.2 million in regulatory assets under management and employs 8 people.
buttonwoodfa.comView on SEC.gov ↗

Buttonwood Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Damian Joseph Gallina ControlPresident And Chief Compliance Officer50-75%2008
Jeffrey A. Malcom ControlVice President25-50%2012

Frequently asked questions

How much does Buttonwood Financial Advisors, Inc. manage?

Buttonwood Financial Advisors, Inc. reports $483.2 million in regulatory assets under management on its Form ADV.

How many employees does Buttonwood Financial Advisors, Inc. have?

Buttonwood Financial Advisors, Inc. reports 8 employees.

Where is Buttonwood Financial Advisors, Inc. located?

Buttonwood Financial Advisors, Inc. is based in Baltimore, MD and has been SEC-registered since 2020.

Does Buttonwood Financial Advisors, Inc. disclose fund performance?

Buttonwood Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 N Haven Street, Suite 204, Baltimore, MD 21224
Phone410-988-2391
Fax410-988-2395
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$455.9M
Non-discretionary$27.3M
Total (RAUM)$483.2M