BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

11601 Bolthouse Drive
Suite 210
Bakersfield, California 93311
Tel: 661-326-6357

About BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES, formally registered with the SEC as BOLTHOUSE INVESTMENT MANAGEMENT SERVICES. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is a Bakersfield, California based Financial Planning firm with nearly $422,851,227 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148531
SEC#	801-73757
Assets Managed by Firm	$422,851,227
No. of Clients	204
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	204	$422,851,227
Individuals (other than high net worth individuals)	5	$1,254,097
High net worth individuals	39	$157,788,445
Pension and profit sharing plans	1	$6,707,741
Charitable organizations	3	$20,792,237
Corporations or other businesses	2	$669,949

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