BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
Doing business as BOLTON INVESTMENT. SEC Form ADV profile.
Total regulatory AUM
$249,134,519
Discretionary
$249,134,519
Non-discretionary
$0
Firm details
- CRD number
- 104684
- SEC file number
- 801-46685
- Main office
- TOWSON, MD, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://boltonusa.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.