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George Brown Bolton

WESTEND CAPITAL MANAGEMENT, LLC.·SAUSALITO, California
Unclaimed Profile
ONE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 1423421Firm CRD# 120545
01

About

George Brown Bolton is a registered financial advisor based in SAUSALITO, California, affiliated with WESTEND CAPITAL MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WESTEND CAPITAL MANAGEMENT, LLC.
WESTEND CAPITAL MANAGEMENT, LLC.
AUM
$233M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WESTEND CAPITAL MANAGEMENT, LLC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1423421
Firm CRD# 120545
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Brown Bolton offer?
George Brown Bolton specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAUSALITO, California for a consultation.
What are George Brown Bolton's credentials?
George Brown Bolton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Brown Bolton located?
George Brown Bolton is based in SAUSALITO, California, working with WESTEND CAPITAL MANAGEMENT, LLC.. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does George Brown Bolton charge for services?
George Brown Bolton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTEND CAPITAL MANAGEMENT, LLC.?
WESTEND CAPITAL MANAGEMENT, LLC. has approximately 4 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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