BTS ASSET MANAGEMENT, INC. - Financial Advisor in Massachusetts, Lincoln

Tel: 781-863-2545 55 Old Bedford Road Suite 203 Lincoln, Massachusetts 01773

About 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

Firm CRD#:

105215

Firm SEC#:

801-14895

Assets Under Management:

$208,504,026

No. of Clients:

834

No. of Advisors:

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

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