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Joshua Nathan Breen

BTS ASSET MANAGEMENT INC·LEXINGTON, Massachusetts
Unclaimed Profile
420 BEDFORD STREET, LEXINGTON, MA 02420CRD# 6227069Firm CRD# 105215
01

About

Joshua Nathan Breen is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with BTS ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
BTS ASSET MANAGEMENT INC
BTS ASSET MANAGEMENT, INC.
AUM
$209M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BTS ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other advisory services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6227069
Firm CRD# 105215
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Nathan Breen offer?
Joshua Nathan Breen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Joshua Nathan Breen's credentials?
Joshua Nathan Breen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Nathan Breen located?
Joshua Nathan Breen is based in LEXINGTON, Massachusetts, working with BTS ASSET MANAGEMENT INC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Joshua Nathan Breen charge for services?
Joshua Nathan Breen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BTS ASSET MANAGEMENT INC?
BTS ASSET MANAGEMENT INC has approximately 19 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEXINGTON
Alan David Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Gary Douglas Pomerantz — WINGATE WEALTH ADVISORS, INC.John Casimir Slupski — WINGATE WEALTH ADVISORS, INC.Craig Dickson Moreshead — ALPHA PENSION GROUP, INC.Jonathan Owen Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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