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BOLTON SECURITIES CORP
BOLTON SECURITIES CORP
BOLTON GLOBAL ASSET MANAGEMENT
BOLTON, Massachusetts
·
6 registered advisors
·
CRD# 129376
SEC# 801-66962
65
978.779.5361
01
Firm Overview
AUM
$5.9B
Regulatory assets under management
Employees
153
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BOLTON SECURITIES CORP
6 registered advisors
Daphne Jane Mahle
BOLTON, Massachusetts
CRD# 4367277
Eugene Francis Jr Hayes
BOLTON, Massachusetts
CRD# 2348484
Martha Jean Moore
BOLTON, Massachusetts
CRD# 3140567
Philippe Benjamin Grenier
BOLTON, Massachusetts
CRD# 4594636
Raymond Louis Jr Grenier
BOLTON, Massachusetts
CRD# 1404159
Steven Christopher Preskenis
BOLTON, Massachusetts
CRD# 4410822
05
Office Locations
BOLTON, Massachusetts
6 advisors
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Data sourced from SEC Form ADV filings. BOLTON SECURITIES CORP (CRD# 129376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.