BTS Asset Management is an investment advisor in Lincoln with $613.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42689678
SEC advisor number
801-14895
FINRA CRD number
105215
AUM ?
$208.50 mm
(as of 28 Mar 24)
Accounts
834
(as of 28 Mar 24)
Employees
19
(4 investment advisory or research)
Address
BTS Asset Management
420 BEDFORD ST.
SUITE 340
LEXINGTON
MA 02420
420 BEDFORD ST.
SUITE 340
LEXINGTON
MA 02420
Phone
781-863-2545
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22