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
Christian Felix (CRD# 5785261) 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.
Maria Fernandez (CRD# 5256335) 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.
Jose Ferreira (CRD# 5886311) 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.
Ricardo Filizola (CRD# 2957266) is an Investment Advisor Representative working at Bolton Global Asset Management in Brownsville, TX and has over 26 years of experience in the finance industry.
Ronald Fremault (CRD# 3121121) 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.
Jose Garcia (CRD# 5357913) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 15 years of experience in the finance industry.
Flavio Gonzalez (CRD# 1657739) is an Investment Advisor Representative working at Bolton Global Asset Management in Brownsville, TX and has over 36 years of experience in the finance industry.
Erica Graham (CRD# 6177125) 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.
Philippe Grenier (CRD# 4594636) 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.
Raymond Grenier (CRD# 1404159) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 38 years of experience in the finance industry.