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| Happy Holidays!! thanks for using AUM13F!! |
| Bolton Partners Investment Consulting Group Inc
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|---|---|
| CRD # | 104684 |
| SEC # | 801-46685 |
| CIK # | |
| AUM | $138.5 M (2025-03-24) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 410-547-0500 |
| Address | 1 W Pennsylvania Ave Towson, MD 21204 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 0.1 |
| By Discretionary | ||
| Discretionary | 10 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 10 | 0.1 |
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✚
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Foundational Retirement Solutions LLC
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0.1 | |
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|
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|
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✚
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CT | 0.1 |
|
FMB Retirement Services
✚
|
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|
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✚
|
PR | 0.1 |
|
Onefund LLC
✚
|
FL | 0.1 |
|
Solpacific LLC
✚
|
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|
Harmont Fixed Income LLC
✚
|
0.1 |