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Ward Paul Lindenmayer

BTR CAPITAL MANAGEMENT INC·SAN FRANCISCO, California
Unclaimed Profile
550 KEARNY STREET, SAN FRANCISCO, CA 94108CRD# 1099969Firm CRD# 105195
01

About

Ward Paul Lindenmayer is a registered financial advisor based in SAN FRANCISCO, 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# 1099969
Firm CRD# 105195
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ward Paul Lindenmayer offer?
Ward Paul Lindenmayer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Ward Paul Lindenmayer's credentials?
Ward Paul Lindenmayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ward Paul Lindenmayer located?
Ward Paul Lindenmayer is based in SAN FRANCISCO, California, working with BTR CAPITAL MANAGEMENT INC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Ward Paul Lindenmayer charge for services?
Ward Paul Lindenmayer'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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