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Michael Glenn Bolgatz

EQUIUS PARTNERS, INC.·NOVATO, California
Unclaimed Profile
3 HAMILTON LANDING, NOVATO, CA 94949CRD# 1868497Firm CRD# 110450
01

About

Michael Glenn Bolgatz is a registered financial advisor based in NOVATO, California, affiliated with EQUIUS PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUIUS PARTNERS, INC.
EQUIUS PARTNERS, INC.
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at EQUIUS PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1868497
Firm CRD# 110450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Glenn Bolgatz offer?
Michael Glenn Bolgatz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NOVATO, California for a consultation.
What are Michael Glenn Bolgatz's credentials?
Michael Glenn Bolgatz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Glenn Bolgatz located?
Michael Glenn Bolgatz is based in NOVATO, California, working with EQUIUS PARTNERS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Michael Glenn Bolgatz charge for services?
Michael Glenn Bolgatz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUIUS PARTNERS, INC.?
EQUIUS PARTNERS, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NOVATO
Jeffrey Charles Troutner — EQUIUS PARTNERS, INC.Jason John Zahorenko — EQUIUS PARTNERS, INC.Thomas Jeffrey Troutner — EQUIUS PARTNERS, INC.Robert Charles Hunter — MARIN WEALTH ADVISORS LLCPhilip Willem Jonckheer — EQUIUS PARTNERS, INC.
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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