Mark
Bentley
Bts Asset Management, Inc
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About this Advisor
Mark Bentley is a financial advisor who works in Lincoln, Massachusetts who has 9 years of industry experience. Bentley currently works for Bts Asset Management, Inc. Throughout their career, they have worked at Financial Intermediary Consultants, Bts Asset Management, Inc and Bts Securities Corporation. Bentley holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Bts Asset Management, Inc is a financial advisory company that has its headquarters in Lincoln, MA. It controls $377 million in assets across its 1,700 accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,700 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Bts Asset Management, Inc has a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, market timing services and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Bts Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bts Asset Management, Inc Brokerage Details
$377,395,288
21
1,700
$221,997
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Market timing services
- Other
Mark Bentley Work History
Mark has been registered as a financial advisor for 9 years.*
Bts Asset Management, Inc
Bts Securities Corporation
Financial Intermediary Consultants
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Bentley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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