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BTR CAPITAL MANAGEMENT INC
BTR CAPITAL MANAGEMENT INC
OAKLAND, California
·
17 registered advisors
·
CRD# 105195
SEC# 801-34890
0
415-989-0100
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
17
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BTR CAPITAL MANAGEMENT INC
17 registered advisors
Annamarie G (mi Only) Formicola
OAKLAND, California
CRD# 1282737
Elizabeth (nmn) Ormeno
OAKLAND, California
CRD# 5102191
Gregory Arthur Welch
OAKLAND, California
CRD# 826389
John Allen Stratton
OAKLAND, California
CRD# 7245363
John Allen Stratton
OAKLAND, California
CRD# 2761672
John Oliver Jenkins
SAN FRANCISCO, California
CRD# 258034
Jonathan William Butler
OAKLAND, California
CRD# 3276632
Lewis H (mi Only) Katcher
OAKLAND, California
CRD# 874007
Mark Addison Keeling
OAKLAND, California
CRD# 2793706
Mark Patrick Fredenburg
OAKLAND, California
CRD# 7101192
Michael Lawson Welch
OAKLAND, California
CRD# 7513979
Robert Carl Maples
OAKLAND, California
CRD# 1557679
Robert Christopher Welch
OAKLAND, California
CRD# 6463903
Stephen Palmer Yeatman
OAKLAND, California
CRD# 1276603
Theodore Stanley Jablonski
OAKLAND, California
CRD# 1514438
Trevor Matthew Stratton
OAKLAND, California
CRD# 7245366
Ward Paul Lindenmayer
SAN FRANCISCO, California
CRD# 1099969
05
Office Locations
OAKLAND, California
15 advisors
SAN FRANCISCO, California
2 advisors
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Data sourced from SEC Form ADV filings. BTR CAPITAL MANAGEMENT INC (CRD# 105195) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.