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
Oscar Guevara (CRD# 2850840) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 27 years of experience in the finance industry.
Arturo Hierro Bohigas (CRD# 4650461) 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.
Thomas Holubiak (CRD# 6121683) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 9 years of experience in the finance industry.
Ariel Kay (CRD# 5582746) 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.
Elio King (CRD# 1006724) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 42 years of experience in the finance industry.
Herbert Klukas (CRD# 2219858) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 31 years of experience in the finance industry.
Paul Klukas (CRD# 6902439) 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.
Maigualida Lanzetta Gomez (CRD# 4845561) is an Investment Advisor Representative working at Bolton Global Asset Management in Weston, FL and has over 16 years of experience in the finance industry.
Carlos Lecour (CRD# 5720964) 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.
Robert Leirmoe (CRD# 2753087) is an Investment Advisor Representative working at Bolton Global Asset Management in La Jolla, CA and has over 27 years of experience in the finance industry.