Bolton Partners Investment Consulting Group

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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.



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Firm Information

Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 16
Percentage of Advisors Trusted 57%
Minimum Investment $0
Average Client Balance $12,100,000
Total AUM $12.1 million
Advisor / Client Ratio 1:1
Headquarters Baltimore, MD
SEC Filings View SEC IAPD CRD #104684
State(s) Registered MD, VA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.