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
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
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Type
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Founded In
<$5M
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Private
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2015
JD
John DodenhoffDirector, Trading and Research, Portfolio Manager, Financial Advisor
Company Profile Activity
Activity Insights
BTR Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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BTR Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 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
