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BTA Advisory Group Logo
BTA Advisory Group CB Rank
394026
Heat Score
76
BTA Advisory Group is a financial planning firm.
Private Irvine, California, United States11-50 btagroup.net
Consulting
Financial Services
Overview

BTA Advisory Group
Heat Score
76

Growth Score
pts
in past quarter
Heat Score 76
23 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About BTA Advisory Group

CB Rank
394026
BTA Advisory Group is a financial planning firm.
Private Irvine, California, United States11-50 btagroup.net
Consulting
Financial Services

Details

Operating Status Active
Company Type For Profit
About the Company
BTA Advisory Group offers consultation on comprehensive financial planning services.
Phone Number +1 949 900 0099
Contact Email service@btagroup.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that integrates all aspects of a client's financial life tailored to their specific goals and objectives.
Insurance and Estate Planning
Services designed to protect clients' assets and provide financial security through insurance and estate arrangements.

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  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 21
News
Technology
View Tech Report

Monthly Web Visits

1,652

IT Spend

$325.9KThis year, BTA Advisory Group is projected to spend $325.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
87
Data Center Automation Logo
Data Center Automation
86
Mashery Logo
Mashery
86

Active Website Tech Count

10BTA Advisory Group is actively using 10 technologies for its website, according to BuiltWith. These include SSL by Default, SPF, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is BTA Advisory Group's headquarters? BTA Advisory Group is located in Irvine, California, United States.Who are BTA Advisory Group's competitors? Alternatives and possible competitors to BTA Advisory Group may include Cerity Partners, Fidelity, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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