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Last updated: February 18th, 2020. Data source: SEC filings.
Bolton Partners Investment Consulting Group, federally registered in 1994, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 6 advisors. Bolton Partners Investment Consulting Group manages $12.1 million and provides investment advisory services for 1 clients (1:1 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||57%|
|Average Client Balance||$12,100,000|
|Total AUM||$12.1 million|
|Advisor / Client Ratio||1:1|
|SEC Filings||View SEC IAPD CRD #104684|
|State(s) Registered||MD, VA|