Corey Lampman

Bts Asset Management, INC.

2 Years of Experience

Broker

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.

Employment History

Current Registrations

Bts Asset Management, INC.

March 2025 - Present · 11 mos

Bts Securities CorporationBroker

March 2023 - Present · 2 yrs 11 mos

State Registrations2 states

MAVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.