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BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
Tel: 661-326-6357
11601 Bolthouse Drive Suite 210
Bakersfield, California 93311
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is a Bakersfield, California based financial advisory firm with nearly $422,851,227 in assets under management and provides investment advisory services for 204 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
148531
SEC#:
801-73757
No. of Clients:
204
Assets under Management
$422,851,227
No. of Advisors:
11
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