PERCY E. BOLTON ASSOCIATES, INC.

PERCY E. BOLTON ASSOCIATES, INC. of PASADENA, CA is an SEC-registered investment adviser (CRD 116174). Regulatory assets under management: $36.4M.

Registration

• CRD: 116174
• SEC file number: 801-67517
• Type: Registered investment adviser
• Location: 1122 EAST GREEN STREET, PASADENA, CA, 91106-2500
• Phone: 626-356-9660
• Latest filing: 2026-06-17
• Regulatory AUM: $36.4M
• Non-discretionary AUM: $36.4M
• Clients: 1
• Accounts: 145

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 116174 on SEC IAPD (source of record)
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