Percy E. Bolton Associates, Inc.

Percy E. Bolton Associates, Inc. (CRD# 116174) is a financial advisory firm headquartered in Pasadena, CA. They manage $25,694,184 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Percy E. Bolton Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
Percy E. Bolton
CRD#: 724867
1122 East Green Street, Pasadena, CA 91106

Percy Bolton (CRD# 724867) is an Investment Advisor Representative working at Percy E. Bolton Associates, Inc. in Pasadena, CA and has over 33 years of experience in the finance industry. Percy Bolton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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