|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bolton Securities Corp
✚
|
|
|---|---|
| CRD # | 129376 |
| SEC # | 801-66962 |
| CIK # | |
| AUM | $7.0 B (2025-03-31) |
| Employees | 153 (75% Investors, 97% Brokers) |
| Phone | 978-779-5361 |
| Address | 579 Main Street Bolton, MA 01740 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,375 | 1.4 |
| (b) Individuals (high net worth individuals) | 1,440 | 1.3 |
| (c) Banking or thrift institutions | 4 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 0.1 |
| (h) Charitable organizations | 28 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,299 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 6,217 | 5.9 |
| By Discretionary | ||
| Discretionary | 3,807 | 3.3 |
| Non-Discretionary | 2,410 | 2.5 |
| Total | 6,217 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 2.3 | |
| Total | 6,217 | 5.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nicholas Hoffman & Company LLC
✚
|
GA | 7.2 |
|
BNY Mellon Securities Corporation
✚
|
NY | 7.1 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.1 |
|
Glenmede Investment Management LP
✚
|
PA | 7.1 |
|
Avantax Planning Partners Inc
✚
|
IA | 6.9 |
|
Hood River Capital Management LLC
✚
|
FL | 6.9 |
|
RBC Private Counsel USA Inc
✚
|
6.8 | |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 6.8 |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
6.8 |