Overview
Assets Under Management: $7.0 billion
Headquarters: BOLTON, MA
High-Net-Worth Clients: 1,553
Average Client Assets: $940,980
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: 2012794
Last Filing Date: 2025-08-28 14:16:00
Website: https://boltonglobal.com