For more than 30 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 affiliated offices across the US and around the globe. Today, the firm has more than 50 affiliated offices worldwide managing over $8 billion in client assets.
Since 1985, Bolton has offered the highest quality financial services and products to investors around the world through financial professionals who share this same commitment to excellence. 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, the world’s largest clearing firm operating in more than 60 countries. BNY Mellon is the oldest US bank and the world’s largest custodian with $33.3 trillion in assets.