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
Website
www.bollingercapital.com
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. is an independent, corporation-structured registered investment adviser serving individual and family clients. The firm is owner-operated and focuses on financial planning and portfolio management for individuals and small businesses. Its client engagement model is fee-based (percentage of AUM plus other fees) and it also acts as an other-financial-product salesperson. Bollinger does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

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

    Zoe Bollinger

    Director of Client RelationsCRD 7062043

  • John Bollinger

    John Bollinger

    ​President and FounderCRD 4939254

  • Dorit Kehr-bollinger

    Dorit Kehr-bollinger

    Vice PresidentCRD 266235

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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