$1.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
39 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-1986
- Office Locations
- 1
Office Locations
-- State College PA
About Botamer Financial
Botamer Financial is a State College, PA RIA led by president/financial planner Christopher Clark Botamer. The firm works with retail clients on financial planning, estate and charitable planning, insurance, and portfolio construction. Client accounts are primarily invested in public funds with a cash allocation, and are supported on Charles Schwab.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$114.5K AVG AUM / CLIENT
37.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Services
Available
Owner & Executives
C
CHRISTOPHER CLARK BOTAMER
Financial Planner, President
- CRD
- #1039894
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,832,316 | -- |
| Total | $1,832,316 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing