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Building 2BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Map pinBAKERSFIELD, CA
Phone661-326-6357
NotebookSEC #801-73757
Total AUM
$631.2M
Employees
9
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11601 BOLTHOUSE DRIVE
SUITE 210
BAKERSFIELD
CA 93311
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
661-326-6357
Other Offices
1

ReceiptFinancials

Total AUM
$631.2M
Accounts
294
Discretionary
$574.7M
Accounts
252
Non-Discretionary
$56.5M
Accounts
42

ContactClients

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Individual Clients
5
AUM
$866.6K
HNW Individual Clients
38
AUM
$247.1M
Pooled Vehicle Clients
2
AUM
$221M
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Charitable Organization Clients
1
AUM
$55.1M
Corporation or Business Clients
1
AUM
$99.2M
Other Clients
1
AUM
$481.6K
Description of Other Clients
TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING AND BILL PAY SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKS

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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