Btr Capital Management, Inc.
California
Registered In
06/09/1989
Incorp. Date
Company Summary
Btr Capital Management, Inc. at 1999 Harrison ST STE 1530, Oakland, Ca 94612 lists John Allen Stratton of Oakland, CA and Lewis H Katcher of Mill Valley, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Anna Formicola
Individual Agent
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
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John Allen Stratton
CEO
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
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John Allen Stratton
Chief Financial Officer
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
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John Allen Stratton
Director
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
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Lewis H Katcher
Director
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180 MANOR DR, MILL VALLEY, CA 94941
(View Past Addresses)
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Jonathan William Butler
Director
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
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Jonathan William Butler
Secretary
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
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Showing current associates only (7 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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1999 HARRISON ST STE 1530, OAKLAND, CA 94612
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Btr Capital Management, Inc.
Form 5500
BTR CAPITAL MANAGEMENT, INC.
1999 Harrison St, Suite 1530, Oakland, Ca 94612 (415) 989-0101 EIN:68-0191645 Plan Admin:John A. Stratton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBTR CAPITAL MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY24 / 0 Assets BOY/EOY$8,918,557 / $0 | 2023 | BTR CAPITAL MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 24 / 0 | $8,918,557 / $0 |
| 2023 | Plan NameBTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #004 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,359,909 / $0 | 2023 | BTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #004 | 12 / 0 | $1,359,909 / $0 |
| 2022 | Plan NameBTR CAPITAL MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY24 / 24 Assets BOY/EOY$10,033,628 / $8,918,557 | 2022 | BTR CAPITAL MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 24 / 24 | $10,033,628 / $8,918,557 |
| 2022 | Plan NameBTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #004 Participants BOY/EOY13 / 12 Assets BOY/EOY$831,369 / $1,359,909 | 2022 | BTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #004 | 13 / 12 | $831,369 / $1,359,909 |
| 2021 | Plan NameBTR CAPITAL MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY26 / 24 Assets BOY/EOY$8,011,183 / $10,033,628 | 2021 | BTR CAPITAL MANAGEMENT, INC. 401(K) PLAN - Plan #003 | 26 / 24 | $8,011,183 / $10,033,628 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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