Ona Bolton (CRD# 4524403) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Advisors LLC | Vienna, VA | Jan 2020 - Current | 4 |
Mai Capital Management, LLC | Reston, VA | Jun 2019 - Jan 2020 | < 1 |
Family Financial Services | South Riding, VA | Aug 2002 - Jan 2020 | 17 |
Mtx Wealth Management, LLC | Reston, VA | Mar 2014 - Jun 2019 | 5 |
- VA
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Total Assets Under Management130,239MILLIONS
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Total Number of Accounts178,256ACCOUNTS
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Average Account Value$730,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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