BOLLINGER CAPITAL MANAGEMENT, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Contacts
3 of 3Zoe Bollinger
Director of Client RelationsCRD 7062043
JOHN BOLLINGER
President and FounderCRD 4939254
DORIT KEHR-BOLLINGER
Vice PresidentCRD 266235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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