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Building 2BTS ASSET MANAGEMENT, INC.

Map pinLINCOLN, MA
Phone781-863-2545
NotebookSEC #801-14895
Total AUM
$144.8M
Employees
13
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 OLD BEDFORD ROAD
SUITE 203
LINCOLN
MA 01773
United States
Operating Hours
8:30 A.M TO 4:30 P.M.
Monday - Friday
Phone
781-863-2545

ReceiptFinancials

Total AUM
$144.8M
Accounts
448
Discretionary
$144.8M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
441
AUM
$45.7M
HNW Individual Clients
2
AUM
$35.8M
Investment Company Clients
3
AUM
$60.1M
Pension/Profit Sharing Plan Clients
2
AUM
$3.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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