Assets Under Management
$188.8M
Number of Clients
599
Number of Advisors
8
Average Client AUM
$315K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)
BTS Asset Management offers discretionary management of asset allocation advisory portfolios, investment management for registered investment companies, non-discretionary sub-advisory services, and portfolio strategist services on third-party platforms. They use quantitative and fundamental analyses, including proprietary and technical indicators.
55 Old Bedford Road, Suite 203, Lincoln, MA, 01773