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).

Current Firm Details
55 Old Bedford Road, Suite 203, Lincoln, MA 01773
https://www.btsmanagement.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $250,005
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.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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