SEC Form ADV

BOLTON INVESTMENT

Registered Investment AdviserMD
$249.1M
Assets Under Management
9
Total Clients
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Registration Details

Accession
CRD-104684
Location
TOWSON, MD
Filing Date
March 28, 2026
AUM
$249.1M
Total Clients
9
Amendment
No

About this Adviser

BOLTON INVESTMENT is a registered investment adviser headquartered in TOWSON, MD, managing approximately $249.1M in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.