George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in Santa Monica, CA and has over 38 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westend Capital Managment LLC | San Francsico, CA | Mar 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
- CA
-
Total Assets Under Management233MILLIONS
-
Total Number of Accounts331ACCOUNTS
-
Average Account Value$703,602
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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