Bolton Global Asset Management
Bolton Global Asset Management (CRD# 129376) is a financial advisory firm headquartered in Bolton, MA. They manage $3,622,213,205 in 4,996 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management3,622MILLION
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Total Number of Accounts4,996ACCOUNTS
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Average Account Value$725,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
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
Carolina Acurio (CRD# 4441672) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 16 years of experience in the finance industry.
Gustavo Alfonso (CRD# 2570686) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 28 years of experience in the finance industry.
Federico Alonso (CRD# 5866778) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 10 years of experience in the finance industry.
Rafael Alvarez (CRD# 1620520) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 35 years of experience in the finance industry.
Elizabeth Amarillo (CRD# 5746176) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 12 years of experience in the finance industry.
Ernesto Amengual (CRD# 1929864) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 24 years of experience in the finance industry.
Alex Astudillo (CRD# 4376306) 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.
Daniel Aymerich (CRD# 2611523) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 28 years of experience in the finance industry.
Felipe Ballestas (CRD# 2461019) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 22 years of experience in the finance industry.
Miguel Ballestas (CRD# 1638753) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 33 years of experience in the finance industry.