BOLTHOUSE INVESTMENTS, LLC
Doing business as BOLTHOUSE INVESTMENT MANAGEMENT SERVICES. SEC Form ADV profile.
Total regulatory AUM
$631,243,365
Discretionary
$574,714,905
Non-discretionary
$56,528,460
Firm details
- CRD number
- 148531
- SEC file number
- 801-73757
- Main office
- BAKERSFIELD, CA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.