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BOLTON INVESTMENT

BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.

CRD 104684 · SEC 801-46685

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1 W. PENNSYLVANIA AVE., SUITE 600, TOWSON, MD, 21204, United States

Phone

410 547-0500

Fax

410 547-1152

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$249.1M

Discretionary AUM

$249.1M

Team

11 total employees; 7 advisory reps; 55 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-28

Disciplinary history

No

Services

Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Pension/profit sharing plans8$247.1M
Charitable organizations1$2.1M

States served

CO, MD, PA, VA

All web addresses on file

Official SEC filing: View on IAPD