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)
| Name | Role | Location |
|---|
| BOLTON PERCY ERMON | CHIEF COMPLIANCE OFFICER | — |
| BOLTON PERCY E | CHIEF COMPLIANCE OFFICER | — |
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