BTR Capital Management Inc
Legal Name: BTR CAPITAL MANAGEMENT INC
Full Contact Details
BTR Capital Management Inc
550 KEARNY STREET, SUITE 510, SAN FRANCISCO, CA
415-989-0100
415-989-0123
Other Info
BTR Capital Management Inc is a California-based corporation specializing in financial advisory services. The firm has a team of 12 employees, 8 of whom work in advisory roles, though the number of clients the firm serves remains undisclosed. As of July 28, 1989, the firm's SEC status has been approved and registered.
BTR Capital Management
BTR Capital Management Skip to content MenuAbout Us Our Approach Our Team Why BTR Contact Us Close Balanced Total Return BTR We determine for each client a unique portfolio balance that reflects the client’s risk tolerance and expectations for return. Balanced Total Return BTR We are broadly focus…
Direct Owners
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ANNAMARIE G (MI ONLY) FORMICOLA
SENIOR VICE PRESIDENT owns more than 5% but less than 10%
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ELIZABETH (NMN) ORMENO
VICE PRESIDENT/CHIEF INFORMATION SECURITY OFFICER owns less than 5%
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GREGORY ARTHUR WELCH
SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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JOHN ALLEN STRATTON
PRESIDENT/CHIEF COMPLIANCE OFFICER/B.O.D. owns more than 10% but less than 25%
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JONATHAN WILLIAM BUTLER
SENIOR VICE PRESIDENT/PORTFOLIO MGR/SECRETARY/B.O.D. owns more than 10% but less than 25%
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LEWIS H (MI ONLY) KATCHER
CHAIRMAN OF THE BOARD owns more than 25% but less than 50%
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MARK ADDISON KEELING
SENIOR VICE PRESIDENT/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER owns more than 10% but less than 25%
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MARK PATRICK FREDENBURG
SENIOR VICE PRESIDENT/PORTFOLIO MGT owns less than 5%
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ROBERT CARL MAPLES
SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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ROBERT CHRISTOPHER WELCH
VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
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STEPHEN PALMER YEATMAN
RETIRED owns more than 5% but less than 10%
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THEODORE STANLEY JABLONSKI
SENIOR VICE PRESIDENT/PORTFOLIO MGR owns less than 5%
Firms Located Nearby
- Francisco Partners Management LP
- ADVANTAGE ALPHA CAPITAL PARTNERS LP
- Fillmore Capital Partners LLC
- Seven Post Investment Office LP
- Forusall Advisors LLC
- Clearpath Capital Partners LLC
- Dragoneer Investment Group LLC
- Ashfield Capital Partners LLC
- Wells Fargo Funds Management LLC
- The Advisory Group of SAN Francisco LLC
Top Holdings
- MICROSOFT CORP $24,408k
- Apple Inc $18,559k
- JPMORGAN CHASE & CO $18,412k
- DISNEY WALT CO $18,258k
- VISA INC COM CL A $16,963k
- PEPSICO INC $16,722k
- Thermo Fisher Scientific Inc $16,047k
- AMERICAN WTR WKS CO $15,584k
- ALPHABET INC $15,428k
- Chevron Corp $14,715k