Btc Financial Management Company

Btc Financial Management Company (CRD# 170305) is a financial advisory firm headquartered in Bethany, MO. They manage $3,754,455 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $62,574
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Btc Financial Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey S. Donovan
CRD#: 3149053
3606 Miller Street, Bethany, MO 64424
93
Wealthminder
score

Jeffrey Donovan (CRD# 3149053) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has over 17 years of experience in the finance industry.

2
Quentin C. Jones
CRD#: 6485590
3606 Miller Street, Bethany, MO 64424
87
Wealthminder
score

Quentin Jones (CRD# 6485590) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.