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).
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Total Assets Under Management5,854MILLION
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Total Number of Accounts6,217ACCOUNTS
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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
Vaughn Woods (CRD# 853692) 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.
Eric Zine (CRD# 3257739) 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.
Robert Ballestas (CRD# 7342068) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 2 years of experience in the finance industry.
Michael Burke (CRD# 5574505) is an Investment Advisor Representative working at Bolton Global Asset Management in Houston, TX and has over 14 years of experience in the finance industry.
Paul Careau (CRD# 2456247) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 30 years of experience in the finance industry.
Isabelle Dow (CRD# 7431638) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has 1 year of experience in the finance industry.
Daniela Emanuele (CRD# 6762391) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 2 years of experience in the finance industry.
Luis Flores (CRD# 7667582) is an Investment Advisor Representative working at Bolton Global Asset Management in Montevideo, and has 1 year of experience in the finance industry.
Santiago Franco (CRD# 6737755) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 3 years of experience in the finance industry.
Daniel Geller (CRD# 4917337) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 17 years of experience in the finance industry.