David
Chapman
Btc Capital Management
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About this Advisor
David Chapman is a financial advisor based in Des Moines, Iowa, working with Btc Capital Management. David has previously held a position at Btc Capital Management. David has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, David is part of Btc Capital Management, which operates out of Des Moines, Iowa. The firm has 2 offices and 18 employees. The firm manages assets totaling $3.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Btc Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Btc Capital Management Brokerage Details
$3,836,918,843
18
2,543
$1,508,816
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
David Chapman Work History
Btc Capital Management
Disclosures
Please visit the SEC profile of David Chapman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Btc Capital Management
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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