TrueAdvisor
TrueAdvisor
GP
GP

George William Platt

Bts Asset Management, INC.
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Bts Asset Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
599 clients
Average Client Portfolio
$315K average
Assets Under Management
$188.8M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

55 Old Bedford Road, Suite 203, Lincoln, MA, 01773

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bts Asset Management, INC.
January 2008 - Present · 18 yrs 1 mo
Bts Securities CorporationBroker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Brown Brothers Harriman & CO.Broker
October 2003 - June 2004 · 8 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.