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 corporation that has been SEC-registered since 1979 and is individually owned. The firm serves both individual and family clients as well as institutional clients on a fee basis tied to assets under management. Its advisory work covers discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions, and it also offers market-timing services. BTS does not identify as an active ESG investor, is not a pension consultant, and is not listed as a multi-state or newly formed adviser. The firm is affiliated with a broker-dealer.
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 1
Matthew 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 22Active vs passive
$52M in ETFs
91%
$47.5M
9%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF (HYLB) | DWS | Passive | High Yield Bond | $24.4M | 668,625 | 46.99% |
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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