BOLTER & COMPANY, LLC
CRD #113376 SEC #801-60404 GARDEN CITY, NY 516-873-8650
SEC Registered
Total AUM
$52.4M
Discretionary
$52.4M
Employees
3
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $52.4M | $52.4M | $0 | 3 | 0 |
| Jul 2020 | $73.3M | $73.3M | $0 | 3 | 0 |
| Jun 2020 | $73.3M | $73.3M | $0 | 3 | 0 |
| Mar 2020 | $73.3M | $73.3M | $0 | 3 | 0 |
| Mar 2019 | $63.4M | $63.4M | $0 | 3 | 0 |
| Mar 2018 | $62.7M | $62.7M | $0 | 3 | 0 |
| Mar 2017 | $56.3M | $56.3M | $0 | 3 | 26 |
| Mar 2016 | $61.6M | $61.6M | $0 | 3 | 26 |
| Mar 2015 | $66.6M | $66.6M | $0 | 3 | 26 |
| Mar 2014 | $61.3M | $61.3M | $0 | 3 | 26 |
| Mar 2013 | $56.9M | $56.9M | $0 | 3 | 26 |
| Mar 2012 | $66.5M | $66.5M | $0 | 1 | 26 |
| Mar 2011 | $76.6M | $76.6M | $0 | 5 | -- |
| Mar 2009 | $69M | $57.1M | $11.9M | 5 | -- |
| Mar 2008 | $83.9M | $69.3M | $14.6M | 5 | -- |
| Jan 2008 | $91.2M | $77.7M | $13.5M | 5 | -- |
| Jan 2007 | $91.2M | $77.7M | $13.5M | 5 | -- |
| Feb 2006 | $91M | $78.3M | $12.7M | 5 | -- |
DateMar 2021
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$69M
Discretionary$57.1M
Non-Disc.$11.9M
Employees5
Clients--
DateMar 2008
Total AUM$83.9M
Discretionary$69.3M
Non-Disc.$14.6M
Employees5
Clients--
DateJan 2008
Total AUM$91.2M
Discretionary$77.7M
Non-Disc.$13.5M
Employees5
Clients--
DateJan 2007
Total AUM$91.2M
Discretionary$77.7M
Non-Disc.$13.5M
Employees5
Clients--
DateFeb 2006
Total AUM$91M
Discretionary$78.3M
Non-Disc.$12.7M
Employees5
Clients--