AdvisorOS Directory
Claim Profile
Unclaimed Profile
PB

Patrick Thomas Bolger

BOLGER, PATRICK·SIMI VALLEY, California
Clean recordBOLGER, PATRICK
45 W EASY STREET, SIMI VALLEY, CA 93065CRD# 3075602Firm CRD# 319410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Thomas Bolger · SIMI VALLEY, CA
Registration
CRD #3075602 · BOLGER, PATRICK
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in SIMI VALLEY?

Browse all registered financial advisors in SIMI VALLEY, California or claim this profile if it's yours.

Browse SIMI VALLEY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SIMI VALLEY, California

Joseph Anthony Bonanno
HBW ADVISORY SERVICES LLC·SIMI VALLEY, CA
Barnett David Hellenbrand
HBW ADVISORY SERVICES LLC·SIMI VALLEY, CA
Daniel A Ward
HBW ADVISORY SERVICES LLC·SIMI VALLEY, CA
Steven T Wilkinson
3(38) INVESTMENT FIDUCIARIES INC.·SIMI VALLEY, CA
Michael Fine
MONARCH PLAN ADVISORS·SIMI VALLEY, CA
Todd Arthur Penrod
HBW ADVISORY SERVICES LLC·SIMI VALLEY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile