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Building 2PERCY E. BOLTON ASSOCIATES, INC.

Map pinPASADENA, CA
Phone626-356-9660
NotebookSEC #801-67517
Total AUM
$19.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1122 EAST GREEN STREET
PASADENA
CA 91106
United States
Operating Hours
9:00 AM -5:00 PM
MONDAY
Phone
626-356-9660

ReceiptFinancials

Total AUM
$19.5M
Accounts
80
Discretionary
$0
Accounts
0
Non-Discretionary
$19.5M
Accounts
80

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/Suspension
State Registrations

None reported

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

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