Bolton Global Asset Management

Bolton Global Asset Management (CRD# 129376) is a financial advisory firm headquartered in Bolton, MA. They manage $4,412,372,145 in 5,146 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,412
    MILLION
  • Total Number of Accounts
    5,146
    ACCOUNTS
  • Average Account Value
    $857,437
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 123 top financial advisors.
1
Carolina Acurio
CRD#: 4441672
579 Main Street, Bolton, MA 01740

Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 15 years of experience in the finance industry.

2
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 27 years of experience in the finance industry.

3
Federico S. Alonso
CRD#: 5866778
1441 Brickell Ave, Suite 1700, Miami, FL 33131

Federico Alonso (CRD# 5866778) 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.

4
Rafael A. Alvarez
CRD#: 1620520
579 Main Street, Bolton, MA 01740

Rafael Alvarez (CRD# 1620520) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 34 years of experience in the finance industry.

5
Elizabeth M. Amarillo
CRD#: 5746176
579 Main Street, Bolton, MA 01740

Elizabeth Amarillo (CRD# 5746176) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 11 years of experience in the finance industry.

6
Ernesto Amengual
CRD#: 1929864
1441 Brickell Ave, Suite 1700, Miami, FL 33131

Ernesto Amengual (CRD# 1929864) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 23 years of experience in the finance industry.

7
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 20 years of experience in the finance industry.

8
Daniel S. Aymerich
CRD#: 2611523
579 Main Street, Bolton, MA 01740

Daniel Aymerich (CRD# 2611523) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 27 years of experience in the finance industry.

9
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 21 years of experience in the finance industry.

10
Miguel A. Ballestas
CRD#: 1638753
579 Main Street, Bolton, MA 01740

Miguel Ballestas (CRD# 1638753) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 32 years of experience in the finance industry.

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