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VerifiedFinancial Services· Founded 1985

Bolton Global Capital

For more than 40 years, Bolton has provided independent wealth management services to a global clientele. As a privately held company, Bolton has grown its business from a small firm operating in the Boston area to a major institution with offices and clients across the US and around the globe. Today, the firm has more than 50 affiliated offices worldwide managing over $16+ billion in client assets (as of October 2024). Since 1985, we have been committed to providing the highest quality financial services and products to our clients through financial professionals who share this goal. Our affiliated advisors include some of the most successful teams from the major financial institutions. Bolton Global Capital is a FINRA and SEC registered broker dealer and SIPC member firm licensed to conduct business in all 50 US states. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor. Client accounts are held in custody and securities cleared through BNY Mellon Pershing.

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HeadquartersBolton, United StatesEmployees78(11 to 50)Annual revenue$1M to <$10MFounded year1985Websiteboltonglobal.comLinkedIn profileLinkedIn

Verified contacts

56

available on Kipplo

LinkedIn employees

78

11 to 50 range

Open roles

no listings

Distinct roles

38

indexed titles

Tech stack

1

tools in use

Monthly traffic

930

organic / mo

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Top roles at Bolton Global Capital

38 distinct titles indexed · top 10 shown.

  • 7financial advisor
  • 3investment advisor
  • 2&,
  • 2client associate
  • 2office coordinator
  • 2registered investment advisor
  • 1account manager
  • 1asset and wealth management intern
  • 1assistant
  • 1bolton global
  • +28more titles

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