BTM Consulting USA, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327140
- Registered since
- December 11, 2025
Firm profile
FINTRXOverview
BTM Consulting USA, LLC is organized as a limited liability company with individual ownership. Public records for the firm are sparse: its classification is listed as unclassified and there is no detail provided about its advisory activities, fee schedule, or client segments. Available flags indicate the firm does not self-identify as a capital allocator, active ESG investor, multi-state adviser, or pension consultant.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Karl Lohwater
Operations PrincipalCRD 2684561
Roy Schutz
Compliance ManagerCRD 2022041
Zai Feng Zhu
Registered RepresentativeCRD 7698790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 299 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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