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
Edward Careau (CRD# 1755144) is an Investment Advisor Representative working at Bolton Global Asset Management in Woonsocket, RI and has over 36 years of experience in the finance industry.
Randall Caruso (CRD# 2479432) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 29 years of experience in the finance industry.
Diogo Cavalcanti (CRD# 5510643) 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.
Luis Cavazos (CRD# 5825621) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 13 years of experience in the finance industry.
Milton Ceotto (CRD# 6896800) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 5 years of experience in the finance industry.
Marcelo Charul (CRD# 5418673) 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.
Franklin Christophers (CRD# 4291614) 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.
Cesar Colis Vidal (CRD# 5697703) 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.
Agustin De Estrada (CRD# 4211492) 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.
Michael Dejana (CRD# 4657809) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 8 years of experience in the finance industry.