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
Richard Louis (CRD# 4269338) is an Investment Advisor Representative working at Bolton Global Asset Management in Sarasota, FL and has over 23 years of experience in the finance industry.
Eric Lusk (CRD# 2610799) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 28 years of experience in the finance industry.
Daphne Mahle (CRD# 4367277) 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.
Manuel Martinez (CRD# 2622743) 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.
Ariel Materin (CRD# 5625195) is an Investment Advisor Representative working at Bolton Global Asset Management in New York, NY and has over 14 years of experience in the finance industry.
Stephen Mayor (CRD# 2910986) 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.
Sugeidy Mederos (CRD# 4463114) 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.
Erick Mejia (CRD# 2323582) 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.
Felton Messina (CRD# 6391403) 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.
Nicholas Milana (CRD# 1057750) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 40 years of experience in the finance industry.