Btv Capital LLC

Btv Capital LLC (CRD# 170290) is a financial advisory firm headquartered in Burlington, VT. They manage $13,973,536 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1 Steele Street Suite #109, Burlington, VT 05401
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,996,219
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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.

VT

Financial Advisors at Btv Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Harper Phillips, financial advisor Burlington VT
Harper W. Phillips
CRD#: 5694300
1 Steele Street Suite #109, Burlington, VT 05401

Harper Phillips (CRD# 5694300) is an Investment Advisor Representative working at Btv Capital LLC in Burlington, VT and has over 7 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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