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    Btr Capital Management

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    Description

    • Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firms resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.
    • location

      Headquarters:550 Kearny Street Suite 510, San Francisco, California, United States

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    • Btr Capital Management phone

      Phone Number: +1 415-989-0100

    • Btr Capital Management website

      Website: https://www.btrcap.com

    • Btr Capital Management employees

      Employees:13

    • Btr Capital Management revenue

      Revenue:$10 - 50M

    • Btr Capital Management legal name

      Legal Name:Btr Capital Management

    • Btr Capital Management's Social Media

      Btr Capital Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Btr Capital Management

    John Stratton

    President

    Person level website visitor identification

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    View Employees

    John Stratton

    President

    Lewis Katcher

    Principal, Chief Investment Officer, And Portfolio Manager

    Mark Keeling

    Principal, Chief Investment Officer And Portfolio Manager

    Steven Vannelli

    Partner

    Mark Fredenburg

    Senior Vice President And Portfolio Manager

    Frequently Asked Questions regarding Btr Capital Management

    • Where are Btr Capital Management's Headquarters?

      Btr Capital Management's Headquarters are in 550 Kearny Street Suite 510,San Francisco,California,United States

    • What is Btr Capital Management's phone number?

      Btr Capital Management's phone number is +1 415-989-0100

    • What is Btr Capital Management's official website?

      Btr Capital Management's official website is https://www.btrcap.com

    • What is Btr Capital Management's Revenue?

      Btr Capital Management's revenue is $10 - 50M

    • What is Btr Capital Management's NAICS code?

      Btr Capital Management's NAICS code is 523930

    • How many employees are working in Btr Capital Management

      Btr Capital Management has 13 employees

    • What is Btr Capital Management's Industry?

      Btr Capital Management is in the industry of Investment Management

    • Who is Btr Capital Management's President?

      Btr Capital Management's President is John Stratton

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