Bolton Global Asset Management
Bolton, MA·SEC-registered · CRD #129376
Bolton Global Asset Management is an SEC-registered investment advisory firm in Bolton, MA managing $8.3B across 10k client accounts, with 110 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.3B
Client accounts
10k
Advisory staff
110
Fee model
Fee-based
How Bolton Global Asset Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bolton Global Asset Management
How much does Bolton Global Asset Management manage?
Per its most recent SEC Form ADV filing (03/31/2026), Bolton Global Asset Management reports $8.3B in regulatory assets under management across roughly 10k client accounts.
How does Bolton Global Asset Management charge?
Bolton Global Asset Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bolton Global Asset Management a fiduciary?
Yes. Bolton Global Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #129376), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bolton Global Asset Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bolton Global Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bolton Global Asset Management's public SEC Form ADV filing (CRD #129376, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bolton Global Asset Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bolton Global Asset Management? Claim this profile.