Bolton Global Capital

Financial Services • Bolton, Massachusetts, United States • 51-100 Employees

Company overview

Headquarters	579 Main Street, Bolton, MA 01470, US
Phone number	+18006493883
Website	boltonglobal.com
NAICS	52
SIC	621
Keywords	Financial Services, Investment, Fixed Income, Global Investments, Independent Financial Advisors, Independent Wealth Management Services
Founded	1985
Employees	51-100

Key Contacts at Bolton Global Capital

Scott Chouinard

Director Of Compliance/Aml Officer

Deidry Feliz Serrano

Director Of Operations

Fernando Panizzutti

Wealth Management Investment Director

Bolton Global Capital Email Formats

Bolton Global Capital uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@boltonglobal.com), used 51.1% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@boltonglobal.com	51.1%
{first name}{last name}	johndoe@boltonglobal.com	44.4%
{first initial}.{last name}	j.doe@boltonglobal.com	4.4%

About Bolton Global Capital

For more than 40 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 offices and clients across the US and around the globe. Today, the firm has more than 50 affiliated offices worldwide managing over $16+ billion in client assets (as of October 2024). Since 1985, we have been committed to providing the highest quality financial services and products to our clients through financial professionals who share this goal. 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.

Bolton Global Capital revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$129,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Bolton Global Capital has 40 employees across 6 departments.

Departments

Number of employees

Funding Data

Bolton Global Capital has never raised funding before.

Bolton Global Capital Tech Stack

Discover the technologies and tools that power Bolton Global Capital's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Material Design Lite

UI frameworks

Vimeo

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

Genesis theme

WordPress themes

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Bolton Global Capital is located in Bolton, Massachusetts, US.

You can reach Bolton Global Capital at +18006493883.

Bolton Global Capital was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Bolton Global Capital has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.