Be advised. This firm is no longer registered.

Buttonwood Financial Inc.

Buttonwood Financial Inc. (CRD# 163982) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $619,367 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1990 North California Boulevard, 8th Floor, Walnut Creek, CA 94596
https://www.linkedin.com/company/buttonwood-financial-inc-/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $619,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Buttonwood Financial Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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