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BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
BOLTON INVESTMENT
TOWSON, Maryland
·
5 registered advisors
·
CRD# 104684
SEC# 801-46685
2
410 547-0500
01
Firm Overview
AUM
$61M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Advisors at BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
5 registered advisors
Carolyn Croker Boykin
BALTIMORE, Maryland
CRD# 1097381
Christopher Graham Bolton
TOWSON, Maryland
CRD# 5655577
Clyde Lamb Randall
BALTIMORE, Maryland
CRD# 2658542
Donald Eugene Lybrook Jr.
BALTIMORE, Maryland
CRD# 4055041
Robert Graham Bolton
TOWSON, Maryland
CRD# 2365166
05
Office Locations
BALTIMORE, Maryland
3 advisors
TOWSON, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. (CRD# 104684) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.