BOLTON GLOBAL ASSET MANAGEMENT

579 Main Street
Bolton, Massachusetts 01740
Tel: 978.779.5361

About BOLTON GLOBAL ASSET MANAGEMENT

BOLTON GLOBAL ASSET MANAGEMENT, formally registered with the SEC as BOLTON GLOBAL ASSET MANAGEMENT. The firm was established in 08/09/2006. They have over 66 offices throughout the country.

BOLTON GLOBAL ASSET MANAGEMENT is a Bolton, Massachusetts based Financial Planning firm with nearly $5,853,942,197 assets under management, offering retirement planning & investment advisory services to 6217 clients. The firm is staffed with 153 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129376
SEC#	801-66962
Assets Managed by Firm	$5,853,942,197
No. of Clients	6217
No. of Advisors	153

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6217	$5,853,942,197
Individuals (other than high net worth individuals)	3375	$1,353,318,105
High net worth individuals	1440	$1,298,605,193
Pension and profit sharing plans	71	$142,056,733
Charitable organizations	28	$102,686,424
Corporations or other businesses	1299	$2,932,413,362

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