Matthew
Pasts
Bts Asset Management, Inc
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About this Advisor
Matthew Pasts is a financial advisor who works in Lexington, Massachusetts with 29 years of relevant experience. Pasts works at Bts Asset Management, Inc. Over the course of their career, Pasts has held roles at Bts/Bond Timing, Inc, Bond Timing Securities and Bond Timing Securities Corporation. Pasts holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts and Oklahoma. Bts Asset Management, Inc is a firm that has its headquarters in Lincoln, MA. It oversees $377 million in assets under management across its 1,700 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,700 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a diverse assortment of services, such as 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 usually depend on which services the firm provides the client. However, fees charged 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
Matthew Pasts Work History
Matthew has been registered as a financial advisor for 29 years.*
Bond Timing Securities
Bond Timing Securities Corporation
Bts/Bond Timing, Inc
*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 Matthew Pasts 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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