Company Overview
Company Name
BTR Capital Management
Address
550 Kearny St # 510, San Francisco, CA, 94108, United States
Website
btrcap.comPhone
(415) 989-0100Approx. Annual Revenue
$3.1M
Employees
14
Established
1997
About BTR Capital Management
The BTR ("Balanced Total Return") Team based in San Francisco, California, United States, applies a time-tested, fundamentally driven, bottoms-up approach to Advisor team-managed client investment portfolios.
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Frequently Asked Questions about BTR Capital Management
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Technologies Used
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Key Decision Makers
Mike Welch Senior Vice President, Financial Advisor
Mark Fredenburg Senior Vice President, Financial Advisor
Jay Butler Senior Vice President, Financial Advisor
Anna Formicola Senior Vice President, Financial Advisor
Bob Welch Senior Vice President, Financial Advisor
John Stratton Senior Vice President, Financial Advisor