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Bts Asset Management, Inc. CRD 105215
$145M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
55 Old Bedford Road Suite 203, Lincoln, MA 01773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1994-04-14 |
Branch Locations
420 Bedford St. Suite 340, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bts/Bond Timing, Inc. | Lexington | MA | 07/1989 | Present |
| Bond Timing Securities | Lexington | MA | 02/1990 | Present |
| Bond Timing Securities Corporation | Lexington | MA | 02/1990 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-21 |
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