Bt Investment Managers Inc is a large advisory firm based in Summit. It manages $76 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and New Jersey.
Bt Investment Managers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bt Investment Managers Inc is $76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bt Investment Managers Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joshua Abraham Weinreich has been acting as President since 1 May 1999. John Kim joined the executive team most recently as the Vice President.
The principal office where Bt Investment Managers Inc performs its advisory services is located at 25 Deforest Avenue, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-608-3000 or by fax 098-608-3205. The normal business hours are 9:00am - 5:00pm on Monday - Friday.