BTR Capital
Investment Bank/Securities Brokerage - San Francisco, CA, US
BTR Capital Details
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 firm's 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.
Website:
btrcap.com
Employees:
20 - 49
HQ:
415-989-0100
Location:
San Francisco, CA, US
Revenue:
2.5 - 5 Million
BTR Capital Technologies
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