BOLTON GLOBAL ASSET MANAGEMENT

BOLTON SECURITIES CORP

CRD 129376 · SEC 801-66962

Visit website

579 MAIN STREET, BOLTON, MA, 01740, United States

Phone

978.779.5361

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.28B

Discretionary AUM

$4.82B

Team

158 total employees; 110 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	3868	$1.60B
High net worth individuals	1698	$2.64B
Banking/thrift institutions	2	$6.7M
Pension/profit sharing plans	79	$157.3M
Charitable organizations	28	$110.6M
Corporations/business entities	1690	$3.76B

States served

VT, AK, AZ, CA, CO, GA, IL, IN, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

HTTP://WWW.BOLTONCAPITALGROUP.COM

Official SEC filing: View on IAPD