BOLTHOUSE INVESTMENT MANAGEMENT SERVICES - Financial Advisor in California, Bakersfield

Tel: 661-326-6357 11601 Bolthouse Drive Suite 210 Bakersfield, California 93311

About BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is a Bakersfield, California based financial advisory firm with nearly $422,851,227 in assets under management and provides investment advisory services for 204 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

148531

Firm SEC#:

801-73757

Assets Under Management:

$422,851,227

No. of Clients:

204

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges

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