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).
Total Assets Under Management26MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$262,186
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
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.