Bolthouse Investment Management Services
Bolthouse Investment Management Services (CRD# 148531) is a financial advisory firm headquartered in Bakersfield, CA. They manage $369,500,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management370MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$2,173,529
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jane Couperus (CRD# 4698847) is an Investment Advisor Representative working at Bolthouse Investment Management Services in Bakersfield, CA and has 1 year of experience in the finance industry.