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Building 2BOLT FINANCIAL GROUP, INC

Map pinWORTHINGTON, OH
Phone614-635-0102
NotebookSEC #801-132004
Total AUM
$107.6M
Employees
5
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5701 NORTH HIGH STREET
SUITE 100
WORTHINGTON
OH 43085
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
614-635-0102

ReceiptFinancials

Total AUM
$107.6M
Accounts
879
Discretionary
$107.6M
Accounts
879
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$63.6M
HNW Individual Clients
23
AUM
$44.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNCNYOHPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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