Bts Asset Management, Inc.
Bts Asset Management, Inc. (CRD# 105215) is a financial advisory firm headquartered in Lincoln, MA. They manage $208,504,026 in 834 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management209MILLION
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Total Number of Accounts834ACCOUNTS
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Average Account Value$250,005
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Mark Bentley (CRD# 1539912) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lincoln, MA and has over 30 years of experience in the finance industry.
Isaac Braley (CRD# 3274460) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lincoln, MA and has over 24 years of experience in the finance industry.
William Fassbender (CRD# 1264447) is an Investment Advisor Representative working at Bts Asset Management, Inc. in The Villages, FL and has over 30 years of experience in the finance industry.
Dean Herod (CRD# 244004) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Eugene, OR and has over 36 years of experience in the finance industry.
Robert Lincoln (CRD# 4805064) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Matthew Pasts (CRD# 2132031) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 33 years of experience in the finance industry.
Vilis Pasts (CRD# 357593) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 44 years of experience in the finance industry.
George Platt (CRD# 4703850) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lincoln, MA and has over 17 years of experience in the finance industry.