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| Bolton Securities Corp
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| |
|---|---|
| CRD # | 129376 |
| SEC # | 801-66962 |
| CIK # | |
| AUM | $5.9 BB (2024-07-29) |
| Employees | 153 (75% Investors, 97% Brokers) |
| Phone | 978-779-5361 |
| Address | 579 Main Street Bolton, MA 01740 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,375 | 1.4 |
| (b) Individuals (high net worth individuals) | 1,440 | 1.3 |
| (c) Banking or thrift institutions | 4 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 0.1 |
| (h) Charitable organizations | 28 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,299 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 6,217 | 5.9 |
| By Discretionary | ||
| Discretionary | 3,807 | 3.3 |
| Non-Discretionary | 2,410 | 2.5 |
| Total | 6,217 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 2.3 | |
| Total | 6,217 | 5.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harbour Investments Inc
✚
|
WI | 6.1 |
|
Pentegra Investors Inc
✚
|
NY | 5.9 |
|
F/m Investments LLC
✚
|
DC | 5.9 |
|
Symmetry Partners LLC
✚
|
CT | 5.9 |
|
Spears Abacus Advisors LLC
✚
|
NY | 5.9 |
|
Clear Investment Research LLC
✚
|
GA | 5.8 |
|
Geneva Capital Management LLC
✚
|
WI | 5.8 |
|
John W Bristol & Co Inc
✚
|
NY | 5.8 |
|
Sarofim International Management Company LLC
✚
|
TX | 5.7 |
|
Provident Trust Company
✚
|
WI | 5.7 |