$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
3 Employees
28 ADV. Clients
35 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-16-1990
- Office Locations
- 1
Office Locations
701 Deming WAY Suite 100 Madison WI
About Buttonwood Partners, Inc.
Buttonwood Partners is a Madison, WI-based RIA providing retirement planning and ongoing investment advice since 1990. The firm serves retail households with financial planning and portfolio construction, often using ETF-centric allocations alongside fixed income and cash sleeves. Custody is primarily through Fidelity/NFS.
Team overview
52 AVG AGE
$16.4M AVG AUM / ADVISOR
$584.2K AVG AUM / CLIENT
16.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Timber
Custodian
Horizon Atlas harbor Delta fusion Value glacier
Investment Themes
Value alpha Value vector
Investment Vehicles
Fusion catalyst
Services
Vector Focus Foundation element
Owner & Executives
B
BRUCE EDWARD KRUEGER
DIRECTOR, TREASURER, VICE PRESIDENT
- CRD
- #853517
- Ownership
- 10% but less than 25%
(309) 749-4224
peak.fusion@crestcapital.com
in linkedin.com/in/atlas-optima
JODIE A MCLELLAN
Secretary, VICE PRESIDENT
- CRD
- #2751334
- Ownership
- 10% but less than 25%
(676) 513-3351
capital.glacier@quantumcapital.com
in linkedin.com/in/fusion-ember
O
Optima legacy
Element crest summit
- CRD
- #51629
- Ownership
- 24.9%
(234) 680-3719
delta.alpha@peakcapital.com
in linkedin.com/in/optima-pathway
Showing 2 of 5 owners & executives
Unlock allContacts
C
Carley Jaye Duren
--
- CRD
- #8024136
(203) 731-2974
glacier.radial@timbercapital.com
in linkedin.com/in/wave-ridge
S
SHANNON LEIGH GOEBEL
--
- CRD
- #5842972
(281) 298-9839
zenith.wave@signalcapital.com
in linkedin.com/in/matrix-harbor
O
Optima matrix
Vertex optima legacy
- CRD
- #48424
(292) 940-6198
ember.value@unisoncapital.com
in linkedin.com/in/capital-eagle
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,356,725 | $727,449 |
| Non-Discretionary | $0 | -- |
| Total | $16,356,725 | $727,449 |
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Separately Managed Accounts
Total SMA Asset: $16,356,725
Equity - Exchange:
31.3% Cash:
24.7% U.S. Government/Agency:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,318,833,106 | 31.3% |
| Cash | $1,829,877,883 | 24.7% |
| U.S. Government/Agency | $3,259,701,491 | 44.0% |
| Total | $7,408,412,480 | 100.0% |