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BUTTONWOOD WEALTH
Tel: 540-662-5233
27 West Boscawen Street Winchester, Virginia 22601
BUTTONWOOD WEALTH
BUTTONWOOD WEALTH is a Winchester, Virginia based financial advisory firm with nearly $306,948,786 in assets under management and provides investment advisory services for 836 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Other (THIRD PARTY REFERRAL FEE
Firm CRD#:
305896
SEC#:
801-117676
No. of Clients:
836
Assets under Management
$306,948,786
No. of Advisors:
6
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