BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
Legal name: BOLTON INVESTMENT
CRD #104684 SEC #801-46685 TOWSON, MD 410 547-0500
SEC Registered
Total AUM
$138.5M
Discretionary
$138.5M
Employees
10
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $138.5M | $138.5M | $0 | 10 | 50 |
| Jun 2024 | $61M | $61M | $0 | 9 | 50 |
| May 2024 | $61M | $61M | $0 | 9 | 50 |
| Mar 2024 | $61M | $61M | $0 | 9 | 50 |
| Jan 2024 | $37.4M | $37.4M | $0 | 9 | 49 |
| Oct 2023 | $37.4M | $37.4M | $0 | 9 | 49 |
| Mar 2023 | $37.4M | $37.4M | $0 | 9 | 49 |
| May 2022 | $52.7M | $52.7M | $0 | 9 | 48 |
| Mar 2022 | $52.7M | $52.7M | $0 | 9 | 48 |
| Apr 2021 | $40.3M | $40.3M | $0 | 8 | 53 |
| Mar 2021 | $40.3M | $40.3M | $0 | 8 | 53 |
| Mar 2020 | $28.1M | $28.1M | $0 | 7 | 48 |
| Mar 2019 | $12.1M | $12.1M | $0 | 9 | 44 |
| Mar 2018 | $12.5M | $12.5M | $0 | 8 | 35 |
| Sep 2017 | $9.9M | $9.9M | $0 | 8 | 26 |
| Mar 2017 | $9.9M | $9.9M | $0 | 8 | 26 |
| Mar 2017 | $9.9M | $9.9M | $0 | 8 | 26 |
| Oct 2016 | $9.9M | $9.9M | $0 | 5 | 26 |
| Mar 2016 | $9.9M | $9.9M | $0 | 5 | 26 |
| Mar 2012 | $2.3B | $0 | $2.3B | 6 | 26 |
| Mar 2011 | $2B | $0 | $2B | 10 | -- |
| Oct 2010 | $1.7B | $0 | $1.7B | 10 | -- |
| Mar 2009 | $1.4B | $0 | $1.4B | 10 | -- |
DateMar 2025
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees10
Clients50
DateJun 2024
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees9
Clients50
DateMay 2024
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees9
Clients50
DateMar 2024
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees9
Clients50
DateJan 2024
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees9
Clients49
DateOct 2023
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees9
Clients49
DateMar 2023
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees9
Clients49
DateMay 2022
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees9
Clients48
DateMar 2022
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees9
Clients48
DateApr 2021
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees8
Clients53
DateMar 2021
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees8
Clients53
DateMar 2020
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees7
Clients48
DateMar 2019
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees9
Clients44
DateMar 2018
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees8
Clients35
DateSep 2017
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$0
Employees8
Clients26
DateOct 2016
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$9.9M
Discretionary$9.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees6
Clients26
DateMar 2011
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees10
Clients--
DateOct 2010
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees10
Clients--
DateMar 2009
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees10
Clients--