Btig, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
499
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
122225
Registered since
December 6, 2002

Firm profile

FINTRX

Overview

Btig, LLC is organized as a limited liability company and has been SEC-registered since 2002. The firm is classified in the dataset as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The firm’s profile in the source data notes several negative flags for advisory activity: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser. The dataset does not provide descriptive information about client types, fee arrangements, or specific advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Austin Hamilton

    Chief Compliance OfficerCRD 2592315

  • Anton Leroy

    Chief Executive OfficerCRD 2862204

  • Kyle Czepiel

    Kyle Czepiel

    Chief Operating OfficerCRD 2360785

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Contacts

3 of 491
  • Mark Baratta

    Sr. Vice PresidentCRD 4044772

  • David Foertsch

    Managing DirectorCRD 3029025

  • Berge Marangosian

    OperationsCRD 4180693

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
350 Bush St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth