Bolton Global Capital
Firm details
- Headquarters
- Bolton, Massachusetts
- CRD number
- 15650
- Registered since
- February 7, 1985
- Website
- boltonglobal.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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