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Building 2BOLTON INVESTMENT

Map pinTOWSON, MD
Phone410 547-0500
NotebookSEC #801-46685
Total AUM
$249.1M
Employees
11
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 W. PENNSYLVANIA AVE.
SUITE 600
TOWSON
MD 21204
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
410 547-0500
Other Offices
1

ReceiptFinancials

Total AUM
$249.1M
Accounts
9
Discretionary
$249.1M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
8
AUM
$247.1M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMDPAVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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