BOLTON GLOBAL ASSET MANAGEMENT

BOLTON, MA

978.779.5361

SEC #801-66962

Total AUM

$8.3B

Employees

158

Clients

7,365

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

579 MAIN STREET
BOLTON
MA 01740
United States

Operating Hours

9:00 AM TO 5:00 PM
Monday - Friday

Phone

978.779.5361

Other Offices

Financials

Total AUM

$8.3B

Accounts

7,320

Discretionary

$4.8B

Accounts

4,484

Non-Discretionary

$3.5B

Accounts

2,836

Clients

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Individual Clients

3,868

AUM

$1.6B

HNW Individual Clients

1,698

AUM

$2.6B

Banking Clients

AUM

$6.7M

Pension/Profit Sharing Plan Clients

AUM

$157.3M

Charitable Organization Clients

AUM

$110.6M

Corporation or Business Clients

1,690

AUM

$3.8B

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Compliance

Disclosures

Court Injunction (Past 10 Years)Court Violation FindingFelony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 1 other business.