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BTC FINANCIAL MANAGEMENT CO.
CRD 170305
3606 MILLER STREET, BETHANY, MO, 64424, United States
Phone
660-425-7285
Fax
660-425-3294
Registration
— (—)
Source
State registered
Total AUM
$39.6M
Discretionary AUM
$39.6M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $24.4M |
| High net worth individuals | 3 | $15.2M |
All web addresses on file
Official SEC filing: View on IAPD