BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD #144926 SEC #801-118433 BALTIMORE, MD 410-988-2391
SEC Registered
Total AUM
$393.2M
Discretionary
$364.2M
Employees
8
Clients
10
Accounts
1,006
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $393.2M | $364.2M | $29M | 8 | 0 |
| Mar 2024 | $308.1M | $294.7M | $13.4M | 6 | 1 |
| Jul 2023 | $203.2M | $191.7M | $11.5M | 7 | 6 |
| Jan 2023 | $203.2M | $191.7M | $11.5M | 7 | 6 |
| Aug 2022 | $169.3M | $156.9M | $12.4M | 7 | 0 |
| Apr 2022 | $169.3M | $156.9M | $12.4M | 7 | 0 |
| Mar 2022 | $169.3M | $156.9M | $12.4M | 7 | 0 |
| Nov 2021 | $131.1M | $120.9M | $10.2M | 6 | 0 |
| Mar 2021 | $131.1M | $120.9M | $10.2M | 6 | 0 |
| Nov 2020 | $107.8M | $98.3M | $9.5M | 6 | 0 |
| Jun 2020 | $107.8M | $98.3M | $9.5M | 6 | 0 |
| Mar 2020 | $107.8M | $98.3M | $9.5M | 6 | 0 |
| Mar 2012 | $47.2M | $44M | $3.2M | 1 | 26 |
| Feb 2012 | $47.2M | $44M | $3.2M | 1 | 26 |
| Feb 2012 | $47.2M | $44M | $3.2M | 1 | 26 |
| Feb 2012 | $47.2M | $44M | $3.2M | 1 | 26 |
| Feb 2011 | $39.1M | $39.1M | $0 | 5 | -- |
| Sep 2010 | $35.9M | $35.9M | $0 | 5 | -- |
| Sep 2010 | $35.9M | $35.9M | $0 | 5 | -- |
| Jun 2010 | $43.1M | $41.2M | $1.9M | 5 | -- |
DateJan 2025
Total AUM$393.2M
Discretionary$364.2M
Non-Disc.$29M
Employees8
Clients0
DateMar 2024
Total AUM$308.1M
Discretionary$294.7M
Non-Disc.$13.4M
Employees6
Clients1
DateJul 2023
Total AUM$203.2M
Discretionary$191.7M
Non-Disc.$11.5M
Employees7
Clients6
DateJan 2023
Total AUM$203.2M
Discretionary$191.7M
Non-Disc.$11.5M
Employees7
Clients6
DateAug 2022
Total AUM$169.3M
Discretionary$156.9M
Non-Disc.$12.4M
Employees7
Clients0
DateApr 2022
Total AUM$169.3M
Discretionary$156.9M
Non-Disc.$12.4M
Employees7
Clients0
DateMar 2022
Total AUM$169.3M
Discretionary$156.9M
Non-Disc.$12.4M
Employees7
Clients0
DateNov 2021
Total AUM$131.1M
Discretionary$120.9M
Non-Disc.$10.2M
Employees6
Clients0
DateMar 2021
Total AUM$131.1M
Discretionary$120.9M
Non-Disc.$10.2M
Employees6
Clients0
DateNov 2020
Total AUM$107.8M
Discretionary$98.3M
Non-Disc.$9.5M
Employees6
Clients0
DateJun 2020
Total AUM$107.8M
Discretionary$98.3M
Non-Disc.$9.5M
Employees6
Clients0
DateMar 2020
Total AUM$107.8M
Discretionary$98.3M
Non-Disc.$9.5M
Employees6
Clients0
DateMar 2012
Total AUM$47.2M
Discretionary$44M
Non-Disc.$3.2M
Employees1
Clients26
DateFeb 2012
Total AUM$47.2M
Discretionary$44M
Non-Disc.$3.2M
Employees1
Clients26
DateFeb 2012
Total AUM$47.2M
Discretionary$44M
Non-Disc.$3.2M
Employees1
Clients26
DateFeb 2012
Total AUM$47.2M
Discretionary$44M
Non-Disc.$3.2M
Employees1
Clients26
DateFeb 2011
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$43.1M
Discretionary$41.2M
Non-Disc.$1.9M
Employees5
Clients--