Overview
Assets Under Management: $209 million
Headquarters: LINCOLN, MA
High-Net-Worth Clients: 13
Average Client Assets: $2.9 million
Frequently Asked Questions
BTS ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105215), BTS ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BTS ASSET MANAGEMENT, INC. is headquartered in LINCOLN, MA.
BTS ASSET MANAGEMENT, INC. serves 13 high-net-worth clients according to their SEC filing dated August 29, 2024. View client details ↓
According to their SEC Form ADV, BTS ASSET MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
BTS ASSET MANAGEMENT, INC. manages $209 million in client assets according to their SEC filing dated August 29, 2024.
According to their SEC Form ADV, BTS ASSET MANAGEMENT, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.88%
Average Client Assets: $2.9 million
Total Client Accounts: 834
Discretionary Accounts: 834
Regulatory Filings
CRD Number: 105215
Filing ID: 1898817
Last Filing Date: 2024-08-29 14:29:00