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CRD#: 173608
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BUTTONWOOD GROUP ADVISORS LLC is located at 1000 Rxr Plaza, Uniondale, NY 11556. BUTTONWOOD GROUP ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BUTTONWOOD GROUP ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. BUTTONWOOD GROUP ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BUTTONWOOD GROUP ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BUTTONWOOD GROUP ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BUTTONWOOD GROUP ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BUTTONWOOD GROUP ADVISORS LLC Comes From

Understanding the Statistics for BUTTONWOOD GROUP ADVISORS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1000 Rxr Plaza, Uniondale, NY 11556
Phone Number
(212) 440-9644
Related websites
https://www.linkedin.com/company/buttonwoodfunds
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
STEIN, STEPHAN, AMANAGING MEMBER05/20123238494
ALAGNA, JOSEPH, ANTHONYMANAGING MEMBER05/20121840339

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Advisor's working at BUTTONWOOD GROUP ADVISORS LLC

Gregory Scott Bowen
AdvisorCheck Check Mark

Gregory Scott Bowen

Greg Scott Bowen
IAR
RR
CRD#: 2328903
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Portland, OR 97223
Company:
MARINER WEALTH
Disclosures:
Experience:
32 years
View Profile
Daniel Erik Milks
AdvisorCheck Check Mark

Daniel Erik Milks

IAR
CRD#: 6435280
CFP®: Certified Financial Planner
Location:
Greenville, SC 29609
Company:
FIDUCIARY ORGANIZATION, LLC
Disclosures:
Experience:
10 years
View Profile
KS
AdvisorCheck Check Mark

Kevin Peter Suszko

IAR
RR
CRD#: 1783783
Location:
Fort Lauderdale, FL
Company:
WORLD INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
38 years
View Profile
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