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
By the Numbers
-
Total Assets Under Management31MILLION
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Total Number of Accounts55ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Percy E. Bolton Associates, Inc.
1
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.
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