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Buttonwood Financial Group, LLC

● SEC registered since 2009CRD 151164SEC# 801-70536Kansas City, MO
Export (members)
Reg. AUM
$696.8M
Employees
14
Accounts
2,076
Location
Kansas City, MO

Buttonwood Financial Group, LLC assets under management

Buttonwood Financial Group, LLC is an SEC-registered investment adviser based in Kansas City, MO. The firm has been registered since 2009. It reports $696.8 million in regulatory assets under management and employs 14 people.
www.facebook.com/buttonwoodfinancialgroupView on SEC.gov ↗

Buttonwood Financial Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
Jacqueline Ann Morgan ControlCooUnder 5%2023
Jon Michael McGraw ControlPresident, Cco, Llc ChairmanUnder 5%2002
Kyle Edwin HoganLlc Member5-10%2021
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Frequently asked questions

How much does Buttonwood Financial Group, LLC manage?

Buttonwood Financial Group, LLC reports $696.8 million in regulatory assets under management on its Form ADV.

How many employees does Buttonwood Financial Group, LLC have?

Buttonwood Financial Group, LLC reports 14 employees.

Where is Buttonwood Financial Group, LLC located?

Buttonwood Financial Group, LLC is based in Kansas City, MO and has been SEC-registered since 2009.

Does Buttonwood Financial Group, LLC disclose fund performance?

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

Contact & registration

Address3013 Main Street, Kansas City, MO 64108-3323
Phone816-285-9000
Fax816-285-9001
Office hours8a.m. - 5p.m., Evenings/Weekends By Appt
SEC regionChicago Regional Office (CHRO)
CIK1847661
Discloses disciplinary historyYes

Assets under management

Discretionary$551.1M
Non-discretionary$145.7M
Total (RAUM)$696.8M