VP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
599 clients
Average Client Portfolio
$315K average
Assets Under Management
$188.8M
Fee Structure
Financial Planning:Investment management only
This brochure does not contain explicit fee information. Please contact BTS Asset Management directly at 1-800-343-3040 and/or info@btsmanagement.com for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
420 Bedford St., Suite 340, Lexington, MA, 02420
Get directionsRegulatory 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 1997Final
Regulatory
September 1992Final
Regulatory
August 1987Final
Regulatory
June 1985Final
Regulatory
June 1985Final
Regulatory
March 1982Final
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 9 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
MA
Advisor
Exams
No exam information available for this advisor.