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BOLTON SECURITIES CORP

Doing business as BOLTON GLOBAL ASSET MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$8,275,512,495
Discretionary
$4,819,346,908
Non-discretionary
$3,456,165,587

Firm details

CRD number
129376
SEC file number
801-66962
Main office
BOLTON, MA, United States
Employees
158
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions Performance-based

As of October 2026.