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
Avard Dow (CRD# 71115) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 29 years of experience in the finance industry.
Clifford Dow (CRD# 2110151) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 33 years of experience in the finance industry.
Michael Dow (CRD# 2161466) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 32 years of experience in the finance industry.
Russell Dow (CRD# 2082577) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 33 years of experience in the finance industry.
William Dow (CRD# 2157734) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 32 years of experience in the finance industry.
Tanya Duarte (CRD# 1580250) 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.
Joaquin Dupont (CRD# 5415893) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 14 years of experience in the finance industry.
Shane Edmond (CRD# 7032954) is an Investment Advisor Representative working at Bolton Global Asset Management in Danbury, CT and has over 5 years of experience in the finance industry.
Timothy Edmond (CRD# 2340812) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 25 years of experience in the finance industry.
Tomas Esteve (CRD# 2283516) is an Investment Advisor Representative working at Bolton Global Asset Management in Brownsville, TX and has over 31 years of experience in the finance industry.