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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Buttonwood Financial Group LLC
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|---|---|
| CRD # | 151164 |
| SEC # | 801-70536 |
| CIK # | 0001847661 |
| AUM | $696.8 M (2025-04-30) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 816-285-9000 |
| Address | 3013 Main Street Kansas City, MO 64108-3323 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 394.8 |
| (b) Individuals (high net worth individuals) | 20 | 250.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 126 | 36.8 |
| (h) Charitable organizations | 2 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,076 | 696.8 |
| By Discretionary | ||
| Discretionary | 1,896 | 551.1 |
| Non-Discretionary | 180 | 145.7 |
| Total | 2,076 | 696.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 696.8 | |
| Total | 2,076 | 696.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001847661] |
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|---|---|---|
|
Sunburst Financial Group LLC
✚
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AL | 0.7 |
|
Astoria Portfolio Advisors LLC
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NY | 0.7 |
|
Fiduciary Financial Group LLC
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CA | 0.7 |
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Freedom Advisory LLC
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PR | 0.7 |
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Fiduciary Family Office LLC
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FL | 0.7 |
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Ipswich Investment Management Company Inc
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MA | 0.7 |
|
Veracity Capital LLC
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GA | 0.7 |
|
DL Carlson Investment Group Inc
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NH | 0.7 |
|
American Wealth Management
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NV | 0.7 |
|
Marathon Capital Management LLC
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MD | 0.7 |