Unclaimed Profile

Oana Nm Bolton

SCHOOLCRAFT CAPITAL LLC·BOULDER, Colorado

Clean recordSCHOOLCRAFT CAPITAL LLC

820 PEARL STREET SUITE F, BOULDER, CO 80302CRD# 4475524Firm CRD# 174210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Oana Nm Bolton · BOULDER, CO

Registration

CRD #4475524 · SCHOOLCRAFT CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Oana Nm Bolton is a registered financial advisor based in BOULDER, Colorado, affiliated with SCHOOLCRAFT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SCHOOLCRAFT CAPITAL LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCHOOLCRAFT CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4475524

Firm CRD# 174210

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Frequently Asked Questions

What services does Oana Nm Bolton offer?

Oana Nm Bolton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Oana Nm Bolton's credentials?

Oana Nm Bolton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Oana Nm Bolton located?

Oana Nm Bolton is based in BOULDER, Colorado, working with SCHOOLCRAFT CAPITAL LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Oana Nm Bolton charge for services?

Oana Nm Bolton's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHOOLCRAFT CAPITAL LLC?

SCHOOLCRAFT CAPITAL LLC has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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