Bolton Global Asset Management

Bolton Global Asset Management (CRD# 129376) is a financial advisory firm headquartered in Bolton, MA. They manage $2,810,371,140 in 3,803 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,810
    MILLION
  • Total Number of Accounts
    3,803
    ACCOUNTS
  • Average Account Value
    $738,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Bolton Global Asset Management
Showing 1 - 10 of 104 top financial advisors.
1
Carolina Acurio
CRD#: 4441672
801 Brickell Avenue, Suite # 2260, Miami, FL 33131

Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 13 years of experience in the finance industry.

2
Jennifer Aguerrebere
CRD#: 5348349
801 Brickell Avenue, Suite # 2260, Miami, FL 33131

Jennifer Aguerrebere (CRD# 5348349) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 12 years of experience in the finance industry.

3
Gustavo E. Alfonso
CRD#: 2570686
579 Main Street, Bolton, MA 01740

Gustavo Alfonso (CRD# 2570686) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 25 years of experience in the finance industry.

4
Rafael A. Alvarez
CRD#: 1620520
801 Brickell Avenue, Suite # 2260, Miami, FL 33131

Rafael Alvarez (CRD# 1620520) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 32 years of experience in the finance industry.

5
Elizabeth M. Amarillo
CRD#: 5746176
801 Brickell Ave, Suite 2260, Miami, FL 33131

Elizabeth Amarillo (CRD# 5746176) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 9 years of experience in the finance industry.

6
Alex A. Astudillo
CRD#: 4376306
579 Main Street, Bolton, MA 01740

Alex Astudillo (CRD# 4376306) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 years of experience in the finance industry.

7
Daniel S. Aymerich
CRD#: 2611523
801 Brickell Ave, Suite 2260, Miami, FL 33131

Daniel Aymerich (CRD# 2611523) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 25 years of experience in the finance industry.

8
Felipe A. Ballestas
CRD#: 2461019
579 Main Street, Bolton, MA 01740

Felipe Ballestas (CRD# 2461019) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 20 years of experience in the finance industry.

9
Miguel A. Ballestas
CRD#: 1638753
801 Brickell Avenue, Suite # 2260, Miami, FL 33131

Miguel Ballestas (CRD# 1638753) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 31 years of experience in the finance industry.

10
Richard E. Bates
CRD#: 729592
134 Us Route One, Falmouth, ME 04105

Richard Bates (CRD# 729592) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 35 years of experience in the finance industry.

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