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Mitchell Lane Smith

BUTTONWOOD FINANCIAL GROUP, LLC·KANSAS CITY, Missouri
Unclaimed Profile
3013 MAIN STREET, KANSAS CITY, MO 64108-3323CRD# 5978954Firm CRD# 151164
01

About

Mitchell Lane Smith is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with BUTTONWOOD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BUTTONWOOD FINANCIAL GROUP, LLC
BUTTONWOOD FINANCIAL GROUP, LLC
AUM
$625M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at BUTTONWOOD FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5978954
Firm CRD# 151164
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mitchell Lane Smith offer?
Mitchell Lane Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Mitchell Lane Smith's credentials?
Mitchell Lane Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell Lane Smith located?
Mitchell Lane Smith is based in KANSAS CITY, Missouri, working with BUTTONWOOD FINANCIAL GROUP, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Mitchell Lane Smith charge for services?
Mitchell Lane Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTTONWOOD FINANCIAL GROUP, LLC?
BUTTONWOOD FINANCIAL GROUP, LLC has approximately 15 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KANSAS CITY
Chad Michael Baumler — NUANCE INVESTMENTS, LLCGregory Sean Steinberg — PLATFORM INVESTMENTS, LLCFrancis Bernard Drinkwine — BUTTONWOOD FINANCIAL GROUP, LLCDaniel John Nemmers — LOCKTON INVESTMENT ADVISORS, LLCWayne Park — AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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