# Botamer Financial

Botamer Financial is a Bank / Wealth / Trust based in State College, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** State College, United States
- **Region:** North America
- **Address:** State College, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** botamerfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/botamer-financial

## Regulatory record

- **CRD number:** 124077
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124077

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Charitable Giving
- Portfolio Management

## 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.

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Last updated: 2026-07-11T16:17:16.000Z

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