BOLTER & COMPANY, LLC
Total AUM
$52.4M
Employees
3Clients
34Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
226 SEVENTH STREET
SUITE 107
GARDEN CITY
NY 11530
United States
SUITE 107
GARDEN CITY
NY 11530
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
516-873-8650
Financials
Total AUM
$52.4M
Accounts
34Discretionary
$52.4M
Accounts
34Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
14AUM
$6.1M
HNW Individual Clients
20AUM
$46.3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.