Buttonwood Financial is an investment advisor in Kansas City with $532.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260043371
SEC advisor number
801-70536
FINRA CRD number
151164
AUM ?
$532.35 mm
(as of 24 Jun 23)
Accounts
2,269
(as of 24 Jun 23)
Employees
11
(7 investment advisory or research)
Office hours
Monday - Friday, 8AM - 5PM, EVENINGS/WEEKENDS BY APPT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcgraw JT Revocable Trust | LLC Member | 11/2004 | > 75% |
Mcgraw, Jon, Michael | Trustee | 11/2004 | > 75% |
Mcgraw, Jon, Michael | President, CCO, LLC Chairman | 01/2002 | < 5% |
Pastorino, Vincent, Ian | Lead Advisor, LLC Member, LLC Vice Chairman | 01/2016 | 10-25% |
Bastian, Brent, Allen | LLC Member, LLC Secretary | 01/2019 | < 5% |
Hogan, Kyle, Edwin | LLC Member | 07/2021 | 5-10% |
Smith, Mitchell, Lane | LLC Member | 07/2020 | < 5% |
Layne, Macy, Marie | LLC Member | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 May 22