Vilis Pasts

Bts Asset Management, INC.

55 Years of Experience

6 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Bts Asset Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

599 clients

Average Client Portfolio

$315K average

Assets Under Management

$188.8M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

420 Bedford St., Suite 340, Lexington, MA, 02420

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History

Regulatory History (6)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

September 1997

Final

Regulatory

September 1992

Final

Regulatory

August 1987

Final

Regulatory

June 1985

Final

Regulatory

June 1985

Final

Regulatory

March 1982

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Vilis is involved in portfolio analysis and research at BTS Asset Management, dedicating about half his time to this activity. He also owns rental property through Hunter Creek Real Estate Company, but spends minimal time on it outside of business hours.

Employment History

Current Registrations

Bts Asset Management, INC.

April 1994 - Present · 31 yrs 10 mos

Previous Registrations

Bts Securities CorporationBroker

July 1980 - February 2018 · 37 yrs 7 mos

Independent Financial Planners CorporationBroker

May 1975 - July 1980 · 5 yrs 2 mos

Independent Securities CorporationBroker

October 1973 - May 1976 · 2 yrs 7 mos

Chubb Securities CorporationBroker

May 1973 - November 1973 · 6 mos

Independent Securities CorporationBroker

August 1971 - July 1973 · 1 yr 11 mos

F. L. Putnam & Company, INC.Broker

May 1971 - December 1971 · 7 mos

Cg Equity Sales CompanyBroker

August 1970 - July 1971 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.