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Type	Result	AUM ($B)

Montrusco Bolton Fixed Income Fund
Firm	Montrusco Bolton Investments Inc ✚
Fund #	805-1256894878
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director
Custodian
Auditor	Ernst & Young LLP
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Strategic Financial Management LLC ✚		0.2
Specialized Retirement Consultants LLC ✚		0.2
Conway Partners Management LLC ✚		0.2
Strong Retirement Solutions LLC ✚		0.2
V29 Capital Management LLC ✚		0.2
Black Horse Wealth Management LLC ✚		0.2
KC Asset Management Inc ✚		0.2
Wolfers Asset Management LLC ✚		0.2
Effective Assets Inc ✚		0.2
Runnymede Capital Advisors Inc ✚		0.2

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