Overview
Assets Under Management: $7.0 billion
Headquarters: BOLTON, MA
High-Net-Worth Clients: 1,553
Average Client Assets: $940,980
Frequently Asked Questions
BOLTON GLOBAL ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129376), BOLTON GLOBAL ASSET MANAGEMENT is subject to fiduciary duty under federal law.
BOLTON GLOBAL ASSET MANAGEMENT is headquartered in BOLTON, MA.
BOLTON GLOBAL ASSET MANAGEMENT serves 1,553 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, BOLTON GLOBAL ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BOLTON GLOBAL ASSET MANAGEMENT manages $7.0 billion in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, BOLTON GLOBAL ASSET MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,553
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.86
Average High-Net-Worth Client Assets: $940,980
Total Client Accounts: 6,977
Discretionary Accounts: 4,208
Non-Discretionary Accounts: 2,769
Regulatory Filings
CRD Number: 129376
Filing ID: 2051688
Last Filing Date: 2026-02-09 12:48:07