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BTS ASSET MANAGEMENT, INC.
BTS ASSET MANAGEMENT INC
CRD 105215 · SEC 801-14895
55 OLD BEDFORD ROAD, SUITE 203, LINCOLN, MA, 01773, United States
Phone
781-863-2545
Fax
781-860-9051
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.8M
Discretionary AUM
$144.8M
Team
13 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Market timingCONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 441 | $45.7M |
| High net worth individuals | 2 | $35.8M |
| Investment companies | 3 | $60.1M |
| Pension/profit sharing plans | 2 | $3.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD