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PERCY E. BOLTON ASSOCIATES, INC.
CRD 116174 · SEC 801-67517
1122 EAST GREEN STREET, PASADENA, CA, 91106-2500, United States
Phone
626-356-9660
Fax
626-628-0467
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $32.8M |
All web addresses on file
Official SEC filing: View on IAPD