Overview
Assets Under Management: $206 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 50
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.19
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 950
Discretionary Accounts: 950
Regulatory Filings
CRD Number: 168907
Filing ID: 1972694
Last Filing Date: 2025-03-29 17:58:00
Website: https://btagroup.net