BTC CAPITAL MANAGEMENT

453 7th Street
Des Moines, Iowa 50309-3702
Tel: 515-245-5638

About BTC CAPITAL MANAGEMENT

BTC CAPITAL MANAGEMENT, formally registered with the SEC as BTC CAPITAL MANAGEMENT. The firm was established in 07/01/2003. They have over 3 offices throughout the country.

BTC CAPITAL MANAGEMENT is a Des Moines, Iowa based Financial Planning firm with nearly $3,836,918,843 assets under management, offering retirement planning & investment advisory services to 2543 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127158
SEC#	801-62140
Assets Managed by Firm	$3,836,918,843
No. of Clients	2543
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	2543	$3,836,918,843
Pension and profit sharing plans	Fewer than 5 clients	$182,443,846
Charitable organizations	31	$234,986,608
Corporations or other businesses	22	$203,579,341

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