Bts Asset Management, Inc

Investment Advisor
in Lexington, MA

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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

Series 63, Series 65

Years Registered*

29 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Market timing services, Other

Fee Structure

Percentage of Assets

Office Location

420 Bedford St. Suite 340
Lexington, MA 02420

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Bts Asset Management, Inc Brokerage Details

Total Assets Under Management


MA Average: $16,012,751,954
Total Number of Employees


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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.*

1990 - Present (34 years)

Bond Timing Securities

1990 - Present (34 years)

Bond Timing Securities Corporation

1989 - Present (35 years)

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.


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.

Financial Advisors at Bts Asset Management, Inc

Dean Herod
Eugene, OR
Mark Bentley
Lincoln, MA
George Platt
Lincoln, MA
Robert Lincoln
Chapel Hill, NC
Gary Shilman
Lexington, MA
Isaac Braley
Lincoln, MA
Vilis Pasts
Lexington, MA
Matthew Pasts
Lexington, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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