B
CRD: 152492
Buttonwood Advisors, LLC
Canton, OH
3303090722
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
-- Canton OH
About Buttonwood Advisors, LLC
Buttonwood Advisors, LLC is a Canton-based RIA. The firm has been operating for 16 years. Managing $2.3M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$73.4K AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Capital focus Vertex crest Frontier
Investment Themes
Wave Insight Beacon
Investment Vehicles
Focus
Services
Foundation
Owner & Executives
CHARLENE ANN DOMBROWSKI
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5199330
- Ownership
- 50% but less than 75%
(964) 882-4696
pioneer.legacy@horizoncapital.com
in linkedin.com/in/pioneer-wave
G
GERALD HENRY DOMBROWSKI JR.
President
- CRD
- #5727624
- Ownership
- 50% but less than 75%
(894) 289-3070
quantum.summit@deltacapital.com
in linkedin.com/in/glacier-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,349,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,349,919 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,349,919
Public Funds:
25.1% Equity - Exchange:
31.7% Cash:
22.1% U.S. Government/Agency:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,954,200,055 | 25.1% |
| Equity - Exchange | $2,468,053,456 | 31.7% |
| Cash | $1,720,630,327 | 22.1% |
| U.S. Government/Agency | $1,642,773,752 | 21.1% |
| Total | $7,785,657,590 | 100.0% |