George William Platt
Investment adviser representative at Bts Asset Management, Inc.
20 yearsExperience
1 stateRegistered in
$144.8MFirm assets
46 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Market timing
Experience
20 years in the industry.
- Bts Asset Management, Inc.May 2006 to now
- Bts Securities CorporationMay 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Bts Asset Management, Inc.
Legal name: Bts Asset Management Inc
$144.8MAssets managed
448Clients
10Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4703850
- Firm CRD
- 105215