The BOLTON SECURITIES CORP is a privately held investment adviser that advises $8.28Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BOLTON SECURITIES CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 150.77% over the last 5-years.
The Group has been registered with the SEC for 19.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 579 MAIN STREET, BOLTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 158 employees comprised of 110 investment and 48 non-investment staff. The total number of Employees increased by 42.34% over the last 5-years.
Their $8.28Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1,799 other accounts. Assets of Corporations or Other Businesses clients own $3.76Bn or 45.44% of Total Assets and High Net Worth Individuals own $2.64Bn or 31.87% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BOLTON SECURITIES CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.