DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
BTS ASSET MANAGEMENT, INC.
Tel: 781-863-2545
55 Old Bedford Road Suite 203
Lincoln, Massachusetts 01773
BTS ASSET MANAGEMENT, INC.
BTS ASSET MANAGEMENT, INC. is a Lincoln, Massachusetts based financial advisory firm with nearly $208,504,026 in assets under management and provides investment advisory services for 834 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Market timing services , Other (CONSULTATION SERVICES)
Fee Structure:
A percentage of AUM
Firm CRD#:
105215
SEC#:
801-14895
No. of Clients:
834
Assets under Management
$208,504,026
No. of Advisors:
19
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