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BTR Capital Management

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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.

Headquarters:
550 Kearny Street, Suite 510, San Francisco, California, United States, 94108
Industry:
Investment Management
Founded:
1989
Employees:
14
Annual Revenue:
-
Type: Private
Ticker: -
United States 12Indonesia 1Netherlands 1
Municipal BondsWealth ManagementFinancial PlanningInvestment ManagementAlternative InvestmentsEstate PlanningTax PlanningInsuranceRetirement PlanningPortfolio Management
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 523120Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry: Securities Brokerage
NAICS Code: 221122Sector: UtilitiesSub Sector: UtilitiesIndustry Group: Electric Power Generation, Transmission and DistributionNAICS Industry: Electric Power Transmission, Control, and DistributionNational Industry: Electric Power Distribution
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about BTR Capital Management

Let us help answer the most common questions you might have.

Where is BTR Capital Management located?

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BTR Capital Management's headquarters is located at 550 Kearny Street, Suite 510, San Francisco, California, United States, 94108

What is BTR Capital Management's official website?

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BTR Capital Management's official website is btrcap.com

What is BTR Capital Management's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is BTR Capital Management's NAICS code?

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NAICS Code: 523120Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry: Securities Brokerage
NAICS Code: 221122Sector: UtilitiesSub Sector: UtilitiesIndustry Group: Electric Power Generation, Transmission and DistributionNAICS Industry: Electric Power Transmission, Control, and DistributionNational Industry: Electric Power Distribution
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does BTR Capital Management have?

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BTR Capital Management has 14 employees

What industry does BTR Capital Management belong to?

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BTR Capital Management is in the industry of: Investment Management

What are BTR Capital Management's social media links?

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BTR Capital Management Linkedin page

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