Unclaimed Profile

Vilis Pasts

BTS ASSET MANAGEMENT INC·LINCOLN, Massachusetts

BTS ASSET MANAGEMENT INC

55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 357593Firm CRD# 105215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vilis Pasts · LINCOLN, MA

Registration

CRD #357593 · BTS ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Vilis Pasts is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with BTS ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

BTS ASSET MANAGEMENT INC

BTS ASSET MANAGEMENT, INC.

AUM

$209M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BTS ASSET MANAGEMENT INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other advisory services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 357593

Firm CRD# 105215

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Vilis Pasts offer?

Vilis Pasts specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LINCOLN, Massachusetts for a consultation.

What are Vilis Pasts's credentials?

Vilis Pasts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vilis Pasts located?

Vilis Pasts is based in LINCOLN, Massachusetts, working with BTS ASSET MANAGEMENT INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Vilis Pasts charge for services?

Vilis Pasts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BTS ASSET MANAGEMENT INC?

BTS ASSET MANAGEMENT INC has approximately 19 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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