Bolt Financial Group, Inc.
Bolt Financial Group, Inc. (CRD# 291799) is a financial advisory firm headquartered in Worthington, OH. They manage $77,403,398 in 714 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management77MILLION
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Total Number of Accounts714ACCOUNTS
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Average Account Value$108,408
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, MD, NC, NY, OH, TX, VA
Financial Advisors at Bolt Financial Group, Inc.
1
Nora Lamendola (CRD# 7257703) is an Investment Advisor Representative working at Bolt Financial Group, Inc. in Worthington, OH and has over 4 years of experience in the finance industry.
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