Unclaimed Profile

Ward Paul Lindenmayer

BTR CAPITAL MANAGEMENT INC·SAN FRANCISCO, California

Clean record23 years registeredBTR CAPITAL MANAGEMENT INC

550 KEARNY STREET, SAN FRANCISCO, CA 94108CRD# 1099969Firm CRD# 105195

Profile Verification

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

Identity

Ward Paul Lindenmayer · SAN FRANCISCO, CA

Registration

CRD #1099969 · BTR CAPITAL MANAGEMENT INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BTR CAPITAL MANAGEMENT INC

BTR CAPITAL MANAGEMENT INC

Jan 2012 – Dec 2022

SAN FRANCISCO, CA

GARLAND INVESTMENT MANAGEMENT INC.

Aug 2006 – Oct 2011

MORAGA, CA

NELSON CAPITAL MANAGEMENT

Jan 2003 – Nov 2004

PALO ALTO, CA

Registrations & Exams

Registration record

First registered · January 7, 2003

Years registered · 23

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 Ward Paul Lindenmayer offer?

Ward Paul Lindenmayer specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with BTR CAPITAL MANAGEMENT INC.

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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