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
Soraya Batista-Garcia (CRD# 2882038) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 26 years of experience in the finance industry.
Richard Benoit (CRD# 5131917) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 12 years of experience in the finance industry.
Giselle Bircann Mercado (CRD# 4097242) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 20 years of experience in the finance industry.
Felix Bosque (CRD# 4380167) is an Investment Advisor Representative working at Bolton Global Asset Management in Weston, FL and has over 23 years of experience in the finance industry.
Christopher Bourdeau (CRD# 5863644) 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.
Michael Burke (CRD# 730482) is an Investment Advisor Representative working at Bolton Global Asset Management in Houston, TX and has over 42 years of experience in the finance industry.
Alexander Calvo (CRD# 2714916) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 5 years of experience in the finance industry.
Angela Canas (CRD# 5160348) 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.
Gonzalo Canelas (CRD# 5760757) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 14 years of experience in the finance industry.
Jose Cano (CRD# 1507283) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 37 years of experience in the finance industry.