Bolton Global Asset Management
Bolton Global Asset Management (CRD# 129376) is a financial advisory firm headquartered in Bolton, MA. They manage $5,853,942,197 in 6,217 accounts and serve the financial needs of clients across 37 states (or territories).
-
Total Assets Under Management5,854MILLION
-
Total Number of Accounts6,217ACCOUNTS
-
Average Account Value$941,602
- 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
Eduardo Suarez (CRD# 5344499) is an Investment Advisor Representative working at Bolton Global Asset Management in Houston, TX and has over 7 years of experience in the finance industry.
Charles Sullivan (CRD# 4863871) 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.
Leonardo Tedeschi (CRD# 4232465) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 23 years of experience in the finance industry.
Harry Tokatlian (CRD# 2922536) is an Investment Advisor Representative working at Bolton Global Asset Management in Windham, NH and has over 23 years of experience in the finance industry.
Norvin Ulloa-Gonzalez (CRD# 4216786) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 6 years of experience in the finance industry.
Mark Van Der Eijk (CRD# 4623079) 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.
Archibaldo Vasquez (CRD# 2491359) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 29 years of experience in the finance industry.
Arturo Vasquez (CRD# 5366078) 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.
Piero Velasquez (CRD# 6633937) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 7 years of experience in the finance industry.
Carlos Villanueva Sucre (CRD# 4908404) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 18 years of experience in the finance industry.