BOLTON CAPITAL PLANNING LLC
CRD #109643 SEC #801-57815 MEMPHIS, TN 901.766-4450
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLTON, CHARLES, EARL | I | MANAGING DIRECTOR | NA | Control |
| BOLTON, CHARLES, EARL | I | MANAGING DIRECTOR | NA | Control |
| FALLS, ELLEN, LOFLIN | I | CONTROLLER | NA | |
| FALLS, ELLEN, LOFLIN | I | CONTROLLER | NA | |
| SIX, BELLE, MARIE | I | MANAGING DIRECTOR | NA | Control |
| SIX, BELLE, MARIE | I | MANAGING DIRECTOR | NA | Control |
| BOLTON INVESTMENT GROUP, L.P. | DE | MEMBER OF APPLICANT | E | Control |
| BOLTON INVESTMENT GROUP, L.P. | DE | MEMBER OF APPLICANT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOLTON, CHARLES, EARL | I | BOLTON INVESTMENT GROUP, L.P. | E | Control |
| BOLTON, CHARLES, EARL | I | BOLTON INVESTMENT GROUP, L.P. | E | Control |
Registrations
Federal
IA
Mar 12, 2002 REGISTERED
Notice Filings (9)
CA FL IL IN KS TN TX VA WA
Address
775 RIDGE LAKE BLVDSTE 100
MEMPHIS, TN 38120
USA
Phone: 901.766-4450