George BoltonCRD Number: 1423421
Current Firm: Westend Capital Management, LLC
George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in Santa Monica, CA and has over 34 years of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Westend Capital Managment LLC||San Francsico, CA||Mar 2004 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
Total Assets Under Management92MILLIONS
Total Number of Accounts202ACCOUNTS
Average Account Value$454,750
- 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, MD, TX
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