Bolthouse Investment Management Services

Bolthouse Investment Management Services (CRD# 148531) is a financial advisory firm headquartered in Bakersfield, CA. They manage $422,851,227 in 204 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311
By the Numbers
  • Total Assets Under Management
    423
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $2,072,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KS

Financial Advisors at Bolthouse Investment Management Services
Showing 1 - 4 of 4 top financial advisors.
1
Anders Davidson, financial advisor Bakersfield CA
Anders T. Davidson
CRD#: 7755956
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311

Anders Davidson (CRD# 7755956) is an Investment Advisor Representative working at Bolthouse Investment Management Services in Bakersfield, CA and has 1 year of experience in the finance industry.

2
Jose Escalada, financial advisor Bakersfield CA
Jose M. Escalada
CRD#: 7177033
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311

Jose Escalada (CRD# 7177033) is an Investment Advisor Representative working at Bolthouse Investment Management Services in Bakersfield, CA and has 1 year of experience in the finance industry.

3
Brad Jantz, financial advisor Bakersfield CA
Brad A. Jantz
CRD#: 4548320
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311

Brad Jantz (CRD# 4548320) is an Investment Advisor Representative working at Bolthouse Investment Management Services in Bakersfield, CA and has over 23 years of experience in the finance industry.

4
Dustin Weaver, financial advisor Bakersfield CA
Dustin H. Weaver
CRD#: 5514054
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311

Dustin Weaver (CRD# 5514054) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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