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Isaac Charles Braley

BTS ASSET MANAGEMENT INC·LINCOLN, Massachusetts
Unclaimed Profile
55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 3274460Firm CRD# 105215
01

About

Isaac Charles Braley is a registered financial advisor based in LINCOLN, 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# 3274460
Firm CRD# 105215
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Isaac Charles Braley offer?
Isaac Charles Braley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LINCOLN, Massachusetts for a consultation.
What are Isaac Charles Braley's credentials?
Isaac Charles Braley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Isaac Charles Braley located?
Isaac Charles Braley is based in LINCOLN, Massachusetts, working with BTS ASSET MANAGEMENT INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Isaac Charles Braley charge for services?
Isaac Charles Braley'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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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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