Home
›
Firms
›
BOLTHOUSE INVESTMENTS, LLC
BOLTHOUSE INVESTMENTS, LLC
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
BAKERSFIELD, California
·
4 registered advisors
·
CRD# 148531
SEC# 801-73757
1
661-326-6357
01
Firm Overview
AUM
$423M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BOLTHOUSE INVESTMENTS, LLC
4 registered advisors
Brad Alan Jantz
BAKERSFIELD, California
CRD# 4548320
Dustin Hartley Weaver
BAKERSFIELD, California
CFP
CRD# 5514054
Jane Esther Couperus
BAKERSFIELD, California
CRD# 4698847
Scott Andrew Holan
BAKERSFIELD, California
CRD# 2459907
05
Office Locations
BAKERSFIELD, California
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. BOLTHOUSE INVESTMENTS, LLC (CRD# 148531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.