BTS ASSET MANAGEMENT INC

BTS ASSET MANAGEMENT, INC.

LINCOLN, Massachusetts·6 registered advisors·CRD# 105215

SEC# 801-148950781-863-2545

01

Firm Overview

AUM

$209M

Regulatory assets under management

Employees

19

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other advisory services

Other

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at BTS ASSET MANAGEMENT INC

6 registered advisors

Gary Allen Shilman

LEXINGTON, Massachusetts

Isaac Charles Braley

LINCOLN, Massachusetts

James John Finn

LEXINGTON, Massachusetts

Joshua Nathan Breen

LEXINGTON, Massachusetts

Matthew Alexander Pasts

LINCOLN, Massachusetts

LINCOLN, Massachusetts

05

Office Locations

LEXINGTON, Massachusetts

LINCOLN, Massachusetts

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Data sourced from SEC Form ADV filings. BTS ASSET MANAGEMENT INC (CRD# 105215) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.