Btc Financial Management Company

Btc Financial Management Company (CRD# 170305) is a financial advisory firm headquartered in Bethany, MO. They manage $36,855,281 in 356 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3606 Miller Street, Bethany, MO 64424
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $103,526
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
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Btc Financial Management Company
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Donovan, financial advisor Bethany MO
Jeffrey S. Donovan
CRD#: 3149053
3606 Miller Street, Bethany, MO 64424

Jeffrey Donovan (CRD# 3149053) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has over 25 years of experience in the finance industry.

2
Jonathan Fish, financial advisor Bethany MO
Jonathan D. Fish
CRD#: 6864343
3606 Miller Street, Bethany, MO 64424

Jonathan Fish (CRD# 6864343) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has over 5 years of experience in the finance industry.

3
Quentin Jones, financial advisor Bethany MO
Quentin C. Jones
CRD#: 6485590
3606 Miller Street, Bethany, MO 64424

Quentin Jones (CRD# 6485590) is an Investment Advisor Representative working at Btc Financial Management Company in Bethany, MO and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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