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Justin Karl Bolmgren

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.·BRISTOL, Connecticut
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
210 RED STONE HILL ROAD, BRISTOL, CT 06010CRD# 4673059Firm CRD# 226535

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Karl Bolmgren · BRISTOL, CT
Registration
CRD #4673059 · WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Justin Karl Bolmgren is a registered financial advisor based in BRISTOL, Connecticut, affiliated with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
AUM
$270M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 4673059
Firm CRD# 226535
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Karl Bolmgren offer?
Justin Karl Bolmgren specializes in Financial Planning, Investment Management. Contact their office in BRISTOL, Connecticut for a consultation.
What are Justin Karl Bolmgren's credentials?
Justin Karl Bolmgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Karl Bolmgren located?
Justin Karl Bolmgren is based in BRISTOL, Connecticut, working with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Justin Karl Bolmgren charge for services?
Justin Karl Bolmgren's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.?
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. has approximately 19 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BRISTOL, CT
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