BT FINANCIAL SERVICES LLC

Overview

BT Financial Services LLC is organized as a limited liability company that functions primarily as a capital allocator and selector of outside advisers. The firm’s operating model centers on identifying and appointing third-party managers rather than acting as a multi-state registered advisory platform; its profile indicates advisory activity limited to the selection of other advisers. Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify as an active ESG investor, and it does not appear to serve as a pension consultant or a related adviser. An accounting affiliation is noted in the firm’s industry connections.

Assets & Accounts

Investments & Alternatives