Bank / Wealth / TrustRIA · CRD 124077

Updated:

Botamer Financial

Botamer Financial was established in 1986 and operates as a US wealth manager and registered investment adviser. It provides financial planning, investment...

Botamer Financial logo

Botamer Financial

Botamer Financial was established in 1986 and operates as a US wealth manager and registered investment adviser. It provides financial planning, investment management, and portfolio management to individuals and businesses. Available records contain no asset-class allocations, named holdings, or geographic deployments beyond headquarters, and document neither team size, additional offices, nor operational events from the last 24 months. Adjacent vehicles such as foundations or clubs remain undisclosed, and the firm exhibits no public structural features that differentiate it from standard registered advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1986

Location

Region

North America

Country

United States

City

State College

Corporate office

State College, United States

Sector focus

Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningCharitable GivingPortfolio Management

Frequently asked questions

What services does Botamer Financial provide?

The firm offers financial planning, investment management, and portfolio management to individuals and businesses.

When was Botamer Financial founded?

Botamer Financial was established in 1986.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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