← Back to search
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
BOLTHOUSE INVESTMENTS, LLC
CRD 148531 · SEC 801-73757
11601 BOLTHOUSE DRIVE, SUITE 210, BAKERSFIELD, CA, 93311, United States
Phone
661-326-6357
Fax
661-326-6358
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$631.2M
Discretionary AUM
$574.7M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSULTING AND BILL PAY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $867K |
| High net worth individuals | 38 | $247.1M |
| Pooled investment vehicles | 2 | $221.0M |
States served
CA, KS
Official SEC filing: View on IAPD