BOLTON INVESTMENT

1 W. Pennsylvania Ave.
Suite 600
Towson, Maryland 21204
Tel: 410 547-0500

About BOLTON INVESTMENT

BOLTON INVESTMENT, formally registered with the SEC as BOLTON INVESTMENT. The firm was established in 07/06/1994. They have over 3 offices throughout the country.

BOLTON INVESTMENT is a Towson, Maryland based Financial Planning firm with nearly $60,991,211 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104684
SEC#	801-46685
Assets Managed by Firm	$60,991,211
No. of Clients	8
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$60,991,211
Pension and profit sharing plans	1	$3,510,315
Charitable organizations	1	$821,033
Corporations or other businesses	1	$16,985,166

More Retirement Planning firms in Towson, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

Explore More Retirement Advisors in Towson, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.