Bts Asset Management, Inc.

Bts Asset Management, Inc. (CRD# 105215) is a financial advisory firm headquartered in Lincoln, MA. They manage $377,395,288 in 1,700 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    377
    MILLION
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $221,997
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
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 - 8 of 8 top financial advisors.
1
Mark B. Bentley
CRD#: 1539912
55 Old Bedford Road, Suite 203, Lincoln, MA 01773

Mark Bentley (CRD# 1539912) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Lincoln, MA and has over 29 years of experience in the finance industry.

2
Isaac C. Braley
CRD#: 3274460
55 Old Bedford Road, Suite 203, Lincoln, MA 01773

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.

3
William H. Fassbender
CRD#: 1264447
The Villages, FL

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.

4
Dean E. Herod
CRD#: 244004
Eugene, OR

Dean Herod (CRD# 244004) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Eugene, OR and has over 35 years of experience in the finance industry.

5
Robert L. Lincoln
CRD#: 4805064
Chapel Hill, NC

Robert Lincoln (CRD# 4805064) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Chapel Hill, NC and has over 19 years of experience in the finance industry.

6
Matthew A. Pasts
CRD#: 2132031
420 Bedford St., Suite 340, Lexington, MA 02420

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.

7
Vilis Pasts
CRD#: 357593
420 Bedford St., Suite 340, Lexington, MA 02420

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.

8
George W. Platt
CRD#: 4703850
55 Old Bedford Road, Suite 203, Lincoln, MA 01773

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.

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