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Patrick Thomas Bolger

BOLGER, PATRICK·SIMI VALLEY, California
Unclaimed Profile
45 W EASY STREET, SIMI VALLEY, CA 93065CRD# 3075602Firm CRD# 319410
01

About

Patrick Thomas Bolger is a registered financial advisor based in SIMI VALLEY, California, affiliated with BOLGER, PATRICK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BOLGER, PATRICK
PB CAPITAL
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BOLGER, PATRICK →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3075602
Firm CRD# 319410
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Thomas Bolger offer?
Patrick Thomas Bolger specializes in Investment Management, Fee-Only Advisory. Contact their office in SIMI VALLEY, California for a consultation.
What are Patrick Thomas Bolger's credentials?
Patrick Thomas Bolger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Thomas Bolger located?
Patrick Thomas Bolger is based in SIMI VALLEY, California, working with BOLGER, PATRICK. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.
How does Patrick Thomas Bolger charge for services?
Patrick Thomas Bolger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOLGER, PATRICK?
BOLGER, PATRICK has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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