Bts Asset Management, Inc.

Bts Asset Management, Inc. (CRD# 105215) is a financial advisory firm headquartered in Lexington, MA. They manage $1,372,616,782 in 9,620 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,373
    MILLION
  • Total Number of Accounts
    9,620
    ACCOUNTS
  • Average Account Value
    $142,684
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bts Asset Management, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Mark B. Bentley
CRD#: 1539912
420 Bedford Street, Suite 340, Lexington, MA 02420
93
Wealthminder
score

Mark Bentley (CRD# 1539912) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 22 years of experience in the finance industry.

2
Isaac C. Braley
CRD#: 3274460
420 Bedford Street, Suite 340, Lexington, MA 02420
93
Wealthminder
score

Isaac Braley (CRD# 3274460) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 16 years of experience in the finance industry.

3
David P. Clark
CRD#: 5515956
420 Bedford Street, Suite 340, Lexington, MA 02420
93
Wealthminder
score

David Clark (CRD# 5515956) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 8 years of experience in the finance industry.

4
Gary E. Conley
CRD#: 52159
151 W. Seventh Ave., Suite 500, Eugene, OR 97401
93
Wealthminder
score

Gary Conley (CRD# 52159) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Eugene, OR and has over 30 years of experience in the finance industry.

5
William H. Fassbender
CRD#: 1264447
The Villages, FL
93
Wealthminder
score

William Fassbender (CRD# 1264447) is an Investment Advisor Representative working at Bts Asset Management, Inc. in The Villages, FL and has over 22 years of experience in the finance industry.

6
Dean E. Herod
CRD#: 244004
Eugene, OR
93
Wealthminder
score

Dean Herod (CRD# 244004) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Eugene, OR and has over 28 years of experience in the finance industry.

7
Robert L. Lincoln
CRD#: 4805064
Chapel Hill, NC
93
Wealthminder
score

Robert Lincoln (CRD# 4805064) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Chapel Hill, NC and has over 12 years of experience in the finance industry.

8
Dennis M. Lovett
CRD#: 5181580
420 Bedford Street, Suite 340, Lexington, MA 02420
93
Wealthminder
score

Dennis Lovett (CRD# 5181580) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 10 years of experience in the finance industry.

9
Matthew A. Pasts
CRD#: 2132031
420 Bedford St., Suite 340, Lexington, MA 02420
93
Wealthminder
score

Matthew Pasts (CRD# 2132031) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 25 years of experience in the finance industry.

10
George W. Platt
CRD#: 4703850
420 Bedford Street, Suite 340, Lexington, MA 02420
93
Wealthminder
score

George Platt (CRD# 4703850) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lexington, MA and has over 10 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.