PERCY E. BOLTON ASSOCIATES, INC.
CRD #116174 SEC #801-67517 PASADENA, CA 626-737-7140
SEC Registered
Total AUM
$15.5M
Discretionary
$0
Employees
5
Clients
25
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $19.5M | $0 | $19.5M | 5 | -- |
| Oct 2009 | $15.5M | $0 | $15.5M | 5 | -- |
| Feb 2008 | $24.5M | $0 | $24.5M | 5 | -- |
| Jan 2007 | $26M | $0 | $26M | 5 | -- |
DateJun 2011
Total AUM$19.5M
Discretionary$0
Non-Disc.$19.5M
Employees5
Clients--
DateOct 2009
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees5
Clients--
DateFeb 2008
Total AUM$24.5M
Discretionary$0
Non-Disc.$24.5M
Employees5
Clients--
DateJan 2007
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--