Unclaimed Profile

John Allen Stratton

BTR CAPITAL MANAGEMENT INC·OAKLAND, California

Series 65Clean record15 years registeredBTR CAPITAL MANAGEMENT INC

1999 HARRISON STREET, OAKLAND, CA 94612CRD# 2761672Firm CRD# 105195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Allen Stratton · OAKLAND, CA

Registration

CRD #2761672 · BTR CAPITAL MANAGEMENT INC · 15 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nov 2022 – present

BTR CAPITAL MANAGEMENT INC

Mar 2011 – Dec 2022

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 8, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTR CAPITAL MANAGEMENT INC

CRD 105195 · SEC 801-34890

AUM

$1.2B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does John Allen Stratton offer?

John Allen Stratton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OAKLAND, California for a consultation.

What are John Allen Stratton's credentials?

John Allen Stratton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Allen Stratton located?

John Allen Stratton 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 John Allen Stratton charge for services?

John Allen Stratton'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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