BTS ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- LINCOLN, Massachusetts
- CRD number
- 105215
- Registered since
- October 25, 1979
- Website
- www.btsmanagement.com
- Custodians
- AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies41.49%
- Individuals31.58%
- HNWI24.72%
- Pension & Profit Sharing Plans2.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
BTS Asset Management, Inc. is a small, privately owned investment advisory firm that has been SEC-registered since 1979. It serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. The firm’s advisory services include portfolio management for individuals and small businesses, investment companies, and institutions, and it also offers market timing services. BTS is affiliated with a broker-dealer and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1MATTHEW PASTS
CEOCRD 2132031
Contacts
3 of 10WILLIAM FASSBENDER
Registered RepresentativeCRD 1264447
GEORGE PLATT
Regional Vice PresidentCRD 4703850
Corey Lampman
AnalystCRD 7609536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$34.1M in ETFs
89%
$30.3M
11%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12.9M | 140,398 | 37.74% |
Location
LINCOLN, MA
MIDDLESEX
Location
LINCOLN, MA
Headquartered in LINCOLN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 55 Old Bedford Rd
- Time zone
- ET (UTC-5)
- Office locations
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