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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 $3,621,197,368 assets under management, offering retirement planning & investment advisory services to 2310 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 127158 |
| SEC# | 801-62140 |
| Assets Managed by Firm | $3,621,197,368 |
| No. of Clients | 2310 |
| No. of Advisors | 19 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2310 | $3,621,197,368 |
| Pension and profit sharing plans | $191,537,849 | |
| Charitable organizations | 59 | $213,957,109 |
| Corporations or other businesses | 7 | $116,663,521 |
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