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BTA Advisory Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

BTA Advisory Group is a financial services firm based in Irvine, California, with more than four decades of experience serving clients in Southern California. Its managing director, Guy Baker, has been recognized as one of the Top 250 Wealth Advisors in the United States by WORTH Magazine, and he previously served as president of the Million Dollar Round Table in 2010. The firm emphasizes experienced guidance within the financial services space and operates with a small-to-mid-sized team.

In March 2024, Sedulo Group announced the acquisition of BTA Advisory Group, marking a notable change in its corporate status. More information about the firm, including its contact points and services, is available on its website at https://btagroup.net.

Find BTA Advisory Group employees' phone numbers or email addresses

BTA Advisory Group Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

BTA Advisory Group's Leadership

  • Stylized image of a person
    R. B.
    Case Manager
  • Stylized image of a person
    A. B.
    Executive

BTA Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Branding
  • Support
  • Administrative
  • Other
  • Consultant

Contact profiles from BTA Advisory Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. B.
    Case Manager
    Oct 22, 2024
  • Stylized image of a person
    A. B.
    Executive
    Oct 18, 2024

Frequently Asked Questions

What is BTA Advisory Group known for?

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BTA Advisory Group operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore BTA Advisory Group's company overview page for more information.

What is BTA Advisory Group's most common email format?

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BTA Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BTA Advisory Group email formats with LeadIQ.

How many employees does BTA Advisory Group have currently?

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BTA Advisory Group has approximately 31 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BTA Advisory Group's key employees and leadership?

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As of July 2026, BTA Advisory Group's key employees include:

  • Case Manager: R. B.
  • Executive: A. B.

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