BTR Capital Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
550 Kearny St Ste 510, San Francisco, Ca...Phone Number
(415) 989-0100Website
www.btrcap.comRevenue
$7 MillionIndustry
About BTR Capital Management
The BTR Team specializes in comprehensive wealth management services, including financial planning, investment management, and estate planning, tailored for both individuals and businesses. They adopt a fundamentally driven, client-focused approach to align investment portfolios with clients' financial objectives. The team emphasizes collaboration with estate planners, attorneys, and tax advisors to deliver effective outcomes for clients and their families. Their commitment to professionalism and integrity aims to provide compassionate support and clarity in financial matters.Explore more
BTR Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
BTR Capital Management
$7M
11-50
Private
-
1989
LK
Lewis KatcherPrincipal, Chief Investment Officer, and Portfolio Manager
BTR Capital Management Tech Stack
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Frequently Asked Questions Regarding BTR Capital Management
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The BTR Team specializes in comprehensive wealth management services, including financial planning, investment management, and estate planning, tailored for both individuals and businesses. They adopt a fundamentally driven, client-focused approach to align investment portfolios with clients' financial objectives. The team emphasizes collaboration... Read More
