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Building 2BOLTON ASSET MANAGEMENT LLC

Map pinMEMPHIS, TN
Phone901-766-4450
NotebookSEC #801-57731
Total AUM
$164.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
775 RIDGE LAKE BLVD
SUITE 100
MEMPHIS
TN 38120
USA
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
901-766-4450

ReceiptFinancials

Total AUM
$164.9M
Accounts
5
Discretionary
$164.9M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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