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
Jeffrey Peras (CRD# 1360750) is an Investment Advisor Representative working at Bolton Global Asset Management in Salem, MA and has over 38 years of experience in the finance industry.
Graciela Perez (CRD# 2617817) 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.
Jorge Perez (CRD# 4644780) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 20 years of experience in the finance industry.
Milagros Perez Leal (CRD# 1025034) is an Investment Advisor Representative working at Bolton Global Asset Management in Miami, FL and has over 18 years of experience in the finance industry.
Nancy Peterson (CRD# 2241393) 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.
Kristina Petit (CRD# 6127471) 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.
Henrique Joao Pinheiro (CRD# 4090649) 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.
Thiago Queiroz (CRD# 6739858) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has 1 year of experience in the finance industry.
Ricardo Quiros (CRD# 4917867) 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.
Jennifer Ramos (CRD# 5388560) 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.