Percy E. Bolton Associates, Inc.

Percy E. Bolton Associates, Inc. (CRD# 116174) is a financial advisory firm headquartered in Pasadena, CA. They manage $31,073,219 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1122 East Green Street, Pasadena, CA 91106
http://www.percybolton.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $564,968
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Percy E. Bolton Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Percy Bolton, financial advisor Pasadena CA
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 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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