BOLTON SECURITIES CORP
DBA: BOLTON GLOBAL ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $8.28B |
| Discretionary | $4.82B58% of AUM |
| Non-Discretionary | $3.46B |
| Client Accounts | 7,320 |
| Avg Account Size | $1.1M |
| Employees | 158 |
| Peak AUM | $8.28BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.3B | +41.4% | +31.7% | +20.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $8.28B |
| Discretionary | $4.82B |
| Employees | 158 |
| Client Accounts | 7320 |
| Client Range | 11-25 |
Contact & Location
Address
579 MAIN STREET
BOLTON MA 01740
Phone
978.779.5361
Filing History
77 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissionsPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.8B
58.2% of AUM
Non-Discretionary
$3.5B
41.8% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Apr 2007
•Investment adviser bar/suspension
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerInsurance CompanyPension Consultant