Be advised. This firm is no longer registered.

Btr Capital Management Inc.

Btr Capital Management Inc. (CRD# 105195) is a financial advisory firm headquartered in Oakland, CA. They manage $1,151,563,930 in 736 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1999 Harrison Street, Suite 1530, Oakland, CA 94612
https://www.linkedin.com/company/btr-capital-management
By the Numbers
  • Total Assets Under Management
    1,152
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $1,564,625
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, LA, NV, OR, TX, WA

Financial Advisors at Btr Capital Management Inc.
No Advisor Found.

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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