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Bolton Partners Investment Consulting Group, Inc.

● SEC registered since 1994CRD 104684SEC# 801-46685Towson, MD
Export (members)
Reg. AUM
$138.5M
Employees
10
Accounts
10
Location
Towson, MD

Bolton Partners Investment Consulting Group, Inc. assets under management

Bolton Partners Investment Consulting Group, Inc. is an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 1994. It reports $138.5 million in regulatory assets under management and employs 10 people.
boltonusa.comView on SEC.gov ↗

Bolton Partners Investment Consulting Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bod Group, Inc. ControlParent CompanyOver 75%2003
Christopher Graham BoltonChief Compliance OfficerUnder 5%2019
Robert Graham Bolton ControlOwnerOver 75%2009

Frequently asked questions

How much does Bolton Partners Investment Consulting Group, Inc. manage?

Bolton Partners Investment Consulting Group, Inc. reports $138.5 million in regulatory assets under management on its Form ADV.

How many employees does Bolton Partners Investment Consulting Group, Inc. have?

Bolton Partners Investment Consulting Group, Inc. reports 10 employees.

Where is Bolton Partners Investment Consulting Group, Inc. located?

Bolton Partners Investment Consulting Group, Inc. is based in Towson, MD and has been SEC-registered since 1994.

Does Bolton Partners Investment Consulting Group, Inc. disclose fund performance?

Bolton Partners Investment Consulting Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204
Phone410 547-0500
Fax410 547-1152
Office hours8:30a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.5M
Non-discretionary$0
Total (RAUM)$138.5M