Bolton Global Capital

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
190
Avg account
$0

Firm details

Headquarters
Bolton, Massachusetts
CRD number
15650
Registered since
February 7, 1985

Firm profile

FINTRX

Overview

Bolton Global Capital is organized as a corporation and is described as an independent broker-dealer with individual ownership. The firm’s public profile does not list advisory fee schedules, client segments, or specific investment strategies. Several classification flags in the available snapshot indicate the firm does not position itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or a related adviser. The source information provides no detail about the firm’s advisory activities, product mix, or manager allocation preferences, so there is little visibility into how Bolton Global Capital sources or constructs investment solutions for clients. Given the broker-dealer classification and the lack of reported advisory metrics, the entity appears to operate primarily on the brokerage side rather than as an asset manager.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bolton, MA

Worcester

Location

Bolton, MA

Headquartered in Bolton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Worcester
Address
579 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth