BOLLINGER CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$39.1M
Discretionary
$39.1M
100% of AUM
Avg account
$621K
Accounts
63
Employees
3
Advisory reps
3

Firm details

Headquarters
REDONDO BEACH, California
CRD number
134458
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI94.43%
  • Individuals3.07%
  • Pension & Profit Sharing Plans2.45%
  • Corporations / Businesses0.04%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bollinger Capital Management, Inc. operates as an independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm charges fees based on a percentage of assets under management (and other fee arrangements) and lists both financial planning and portfolio management for individuals and small businesses among its advisory services. It also conducts activities described as other financial product sales. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%
  • Public Funds/Mutual Funds1%

Contacts

3 of 3
  • Zoe Bollinger

    Director of Client RelationsCRD 7062043

  • JOHN BOLLINGER

    ​President and FounderCRD 4939254

  • DORIT KEHR-BOLLINGER

    Vice PresidentCRD 266235

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

REDONDO BEACH, CA

LOS ANGELES

Location

REDONDO BEACH, CA

Headquartered in REDONDO BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1200 Aviation Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth