BOLTON GLOBAL ASSET MANAGEMENT - Financial Advisor in Massachusetts, Bolton

Tel: 978.779.5361 579 Main Street Bolton, Massachusetts 01740

About BOLTON GLOBAL ASSET MANAGEMENT

BOLTON GLOBAL ASSET MANAGEMENT is a Bolton, Massachusetts based financial advisory firm with nearly $5,853,942,197 in assets under management and provides investment advisory services for 6217 clients. There are currently 153 financial advisors at the firm.

General Information

Firm CRD#:

129376

Firm SEC#:

801-66962

Assets Under Management:

$5,853,942,197

No. of Clients:

6217

No. of Advisors:

153

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based

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