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Annamarie G (mi Only) Formicola

BTR CAPITAL MANAGEMENT INC·OAKLAND, California
Series 65Clean record3 years registeredBTR CAPITAL MANAGEMENT INC
1999 HARRISON STREET, OAKLAND, CA 94612CRD# 1282737Firm CRD# 105195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Annamarie G (mi Only) Formicola · OAKLAND, CA
Registration
CRD #1282737 · BTR CAPITAL MANAGEMENT INC · 3 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jan 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 9, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BTR CAPITAL MANAGEMENT INC
CRD 105195 · SEC 801-34890
AUM
$1.2B
Regulatory assets under management
Employees
14
736 client accounts
Services offered by BTR CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BTR CAPITAL MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Annamarie G (mi Only) Formicola offer?
Annamarie G (mi Only) Formicola specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OAKLAND, California for a consultation.
What are Annamarie G (mi Only) Formicola's credentials?
Annamarie G (mi Only) Formicola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Annamarie G (mi Only) Formicola located?
Annamarie G (mi Only) Formicola is based in OAKLAND, California, working with BTR CAPITAL MANAGEMENT INC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Annamarie G (mi Only) Formicola charge for services?
Annamarie G (mi Only) Formicola's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BTR CAPITAL MANAGEMENT INC?
BTR CAPITAL MANAGEMENT INC has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BTR CAPITAL MANAGEMENT INC

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OAKLAND, CA
Mark Addison Keeling
OAKLAND, CA
Robert Carl Maples
OAKLAND, CA
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SAN FRANCISCO, CA
John Allen Stratton
OAKLAND, CA
Stephen Palmer Yeatman
OAKLAND, CA

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