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 SECURITIES CORP 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 SECURITIES CORP is subject to fiduciary duty under federal law.
BOLTON SECURITIES CORP is headquartered in BOLTON, MA.
BOLTON SECURITIES CORP serves 1,553 high-net-worth clients according to their SEC filing dated August 28, 2025. View client details ↓
According to their SEC Form ADV, BOLTON SECURITIES CORP 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 SECURITIES CORP manages $7.0 billion in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, BOLTON SECURITIES CORP 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: 2012794
Last Filing Date: 2025-08-28 14:16:00
Website: https://boltonglobal.com