BTS ASSET MANAGEMENT, INC.

55 Old Bedford Road
Suite 203
Lincoln, Massachusetts 01773
Tel: 781-863-2545

About BTS ASSET MANAGEMENT, INC.

BTS ASSET MANAGEMENT, INC, formally registered with the SEC as BTS ASSET MANAGEMENT, INC. The firm was established in 10/25/1979. They have over 1 offices throughout the country.

BTS ASSET MANAGEMENT, INC. is a Lincoln, Massachusetts based Financial Planning firm with nearly $208,504,026 assets under management, offering retirement planning & investment advisory services to 834 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105215
SEC#	801-14895
Assets Managed by Firm	$208,504,026
No. of Clients	834
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Market timing services
Other (CONSULTATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	834	$208,504,026
Individuals (other than high net worth individuals)	812	$78,302,843
High net worth individuals	13	$37,275,429
Pension and profit sharing plans	4	$653,564
Corporations or other businesses	2	$113,069

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