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Charles Frederic Green

BOLTHOUSE INVESTMENTS, LLC·BAKERSFIELD, California
Unclaimed Profile
11601 BOLTHOUSE DRIVE, BAKERSFIELD, CA 93311CRD# 2433900Firm CRD# 148531
01

About

Charles Frederic Green is a registered financial advisor based in BAKERSFIELD, California, affiliated with BOLTHOUSE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
BOLTHOUSE INVESTMENTS, LLC
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
AUM
$423M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BOLTHOUSE INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2433900
Firm CRD# 148531
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Frederic Green offer?
Charles Frederic Green specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Charles Frederic Green's credentials?
Charles Frederic Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Frederic Green located?
Charles Frederic Green is based in BAKERSFIELD, California, working with BOLTHOUSE INVESTMENTS, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Charles Frederic Green charge for services?
Charles Frederic Green's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOLTHOUSE INVESTMENTS, LLC?
BOLTHOUSE INVESTMENTS, LLC has approximately 11 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BAKERSFIELD
Stewart William Fleeman — BOLTHOUSE INVESTMENTS, LLCJane Esther Couperus — BOLTHOUSE INVESTMENTS, LLCMichelle Leslie Campbell — BOLTHOUSE INVESTMENTS, LLCMichelle L Lawson — LIBERTY PARTNERS CAPITAL MANAGEMENT, LLCAnthony Leon Leggio — BOLTHOUSE INVESTMENTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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