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Jonathan William Butler

BTR CAPITAL MANAGEMENT INC·OAKLAND, California
Unclaimed Profile
1999 HARRISON STREET, OAKLAND, CA 94612CRD# 3276632Firm CRD# 105195
01

About

Jonathan William Butler is a registered financial advisor based in OAKLAND, California, affiliated with BTR CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BTR CAPITAL MANAGEMENT INC
BTR CAPITAL MANAGEMENT INC
AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at BTR CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3276632
Firm CRD# 105195
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan William Butler offer?
Jonathan William Butler specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OAKLAND, California for a consultation.
What are Jonathan William Butler's credentials?
Jonathan William Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan William Butler located?
Jonathan William Butler 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 Jonathan William Butler charge for services?
Jonathan William Butler'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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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