BOLTHOUSE INVESTMENTS, LLC of BAKERSFIELD, CA is an SEC-registered investment adviser (CRD 148531). Regulatory assets under management: $631.2M.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Brad Alan Jantz | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | Bakersfield, CA |
| Anthony Leon Leggio | ELECTED MANAGER; MANAGER & PRESIDENT | Bakersfield, CA |
| Brian Steven Conner | CHIEF FINANCIAL OFFICER | Bakersfield, CA |
| Michelle Leslie Campbell | CHIEF COMPLIANCE OFFICER | — |
| JANTZ BRAD ALAN | VICE PRESIDENT, CHIEF INVESTMENT OFFICER; VICE PRESIDENT OF INVESTMENTS & CHIEF INVESTMENT OFFICER | — |
| CONNER DONN BRIAN | CHIEF FINANCIAL OFFICER | — |
| CAMPBELL BARRY LESLIE | CHIEF COMPLIANCE OFFICER | — |
| COUPERUS JANE ESTHER | ASSISTANT VICE PRESIDENT OF INVESTMENTS/CCO; VICE PRESIDENT OF INVESTMENTS | — |
| GREEN CHARLES FREDERIC | CHIEF COMPLIANCE OFFICER; INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY; INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY (+1 more) | — |
| LEGGIO ANTHONY LEON | ELECTED MANAGER; MANAGER & PRESIDENT | — |
| FLEEMAN STEWART WILLIAM | CHIEF FINANCIAL OFFICER; INVESTMENT COMMITTEE MEMBER | — |
| CAMPBELL MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| BIANCHI JOHNNY CARLO | CHIEF FINANCIAL OFFICER | — |
| Bianchi John C | CHIEF FINANCIAL OFFICER | — |
| CONNER BRIAN STEVEN | CHIEF FINANCIAL OFFICER | — |
| HOLAN SCOTT ANDREW | VICE PRESIDENT, CHIEF FINANCIAL OFFICER; VICE PRESIDENT OF INVESTMENTS | — |
| WEAVER DUSTIN HARTLEY | DIRECTOR OF FINANCIAL PLANNING | — |