TrueAdvisor
TrueAdvisor
MP
MP

Matthew Alexander Pasts

Bts Asset Management, INC.
34 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

420 Bedford St., Suite 340, Lexington, MA, 02420

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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.
April 1994 - Present · 31 yrs 10 mos
Bts Securities CorporationBroker
October 1991 - Present · 34 yrs 4 mos
Bts Securities Corporation
October 1991 - Present · 34 yrs 4 mos
State Registrations6 states
FLINMANHNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.