BOLTON SECURITIES CORP
Legal name: BOLTON GLOBAL ASSET MANAGEMENT
CRD #129376 SEC #801-66962 BOLTON, MA 978.779.5361
SEC Registered Broker-Dealer Disclosures
Total AUM
$7B
Discretionary
$3.7B
Employees
154
Clients
25
Accounts
6,977
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $7B | $3.7B | $3.3B | 154 | 0 |
| Mar 2025 | $7B | $3.7B | $3.3B | 154 | 0 |
| Mar 2025 | $5.9B | $3.3B | $2.5B | 153 | 0 |
| Jul 2024 | $5.9B | $3.3B | $2.5B | 153 | 0 |
| Mar 2024 | $5.9B | $3.3B | $2.5B | 153 | 0 |
| Apr 2023 | $3.6B | $2.2B | $1.4B | 140 | 0 |
| Apr 2023 | $3.6B | $2.2B | $1.4B | 140 | 0 |
| Mar 2023 | $3.6B | $2.2B | $1.4B | 140 | 0 |
| May 2022 | $4.4B | $2.6B | $1.9B | 135 | 0 |
| Mar 2022 | $4.4B | $2.6B | $1.9B | 1,060,430,120 | 0 |
| Apr 2021 | $3.3B | $1.8B | $1.5B | 111 | 0 |
| Mar 2021 | $3.3B | $1.8B | $1.5B | 111 | 0 |
| Feb 2021 | $2.8B | $1.5B | $1.3B | 127 | 0 |
| Oct 2020 | $2.8B | $1.5B | $1.3B | 127 | 0 |
| Jun 2020 | $2.8B | $1.5B | $1.3B | 127 | 0 |
| May 2020 | $2.8B | $1.5B | $1.3B | 127 | 0 |
| Jan 2020 | $2.1B | $1.1B | $962.7M | 95 | 3,200 |
| Nov 2019 | $2.1B | $1.1B | $962.7M | 95 | 3,200 |
| Nov 2019 | $2.1B | $1.1B | $962.7M | 95 | 3,200 |
| Apr 2019 | $2.1B | $1.1B | $962.7M | 95 | 3,200 |
| Mar 2019 | $2.1B | $1.1B | $962.7M | 95 | 3,200 |
| Oct 2018 | $1.9B | $1.1B | $843.7M | 88 | 3,000 |
| Jun 2018 | $1.9B | $1.1B | $843.7M | 88 | 3,000 |
| Mar 2018 | $1.9B | $1.1B | $843.7M | 88 | 3,000 |
| Apr 2017 | $1.5B | $862.3M | $629.1M | 79 | 3,000 |
| Mar 2017 | $1.5B | $862.3M | $629.1M | 79 | 3,000 |
| Mar 2016 | $1.2B | $648.6M | $518.7M | 66 | 2,500 |
| Feb 2016 | $1.3B | $867.7M | $397.5M | 67 | 1,800 |
| Nov 2015 | $1.3B | $867.7M | $397.5M | 67 | 1,800 |
| Oct 2015 | $1.3B | $867.7M | $397.5M | 67 | 1,800 |
| Mar 2015 | $1.3B | $867.7M | $397.5M | 67 | 1,800 |
| Mar 2014 | $828.2M | $542M | $286.2M | 67 | 1,800 |
| Feb 2014 | $656.8M | $548.1M | $108.7M | 62 | 1,500 |
| Apr 2013 | $656.8M | $548.1M | $108.7M | 62 | 1,500 |
| Nov 2012 | $513.2M | $358.9M | $154.3M | 62 | 1,277 |
| Jul 2012 | $513.2M | $358.9M | $154.3M | 51 | 1,277 |
| Mar 2012 | $513.2M | $358.9M | $154.3M | 51 | 1,277 |
| Apr 2011 | $514M | $387.5M | $126.6M | 51 | -- |
| Mar 2011 | $327.3M | $229.1M | $98.2M | 51 | -- |
| Mar 2010 | $327.3M | $229.1M | $98.2M | 51 | -- |
| Jan 2010 | $246.2M | $168M | $78.2M | 51 | -- |
| Oct 2009 | $246.2M | $168M | $78.2M | 51 | -- |
| Jun 2009 | $246.2M | $168M | $78.2M | 51 | -- |
| Jun 2009 | $180M | $154.5M | $25.5M | -- | -- |
| Mar 2009 | $180M | $154.5M | $25.5M | -- | -- |
| Feb 2009 | $180M | $154.5M | $25.5M | -- | -- |
| Jan 2008 | $90.8M | $88.8M | $2M | -- | -- |
| Oct 2007 | $90.8M | $88.8M | $2M | -- | -- |
| Sep 2007 | $90.8M | $88.8M | $2M | -- | -- |
| May 2007 | $65.9M | $63.8M | $2.1M | 10 | -- |
| Apr 2007 | $65.9M | $63.8M | $2.1M | 10 | -- |
| Apr 2007 | $65.9M | $63.8M | $2.1M | 10 | -- |
| Mar 2007 | $65.9M | $63.8M | $2.1M | 10 | -- |
DateAug 2025
Total AUM$7B
Discretionary$3.7B
Non-Disc.$3.3B
Employees154
Clients0
DateMar 2025
Total AUM$7B
Discretionary$3.7B
Non-Disc.$3.3B
Employees154
Clients0
DateMar 2025
Total AUM$5.9B
Discretionary$3.3B
Non-Disc.$2.5B
Employees153
Clients0
DateJul 2024
Total AUM$5.9B
Discretionary$3.3B
Non-Disc.$2.5B
Employees153
Clients0
DateMar 2024
Total AUM$5.9B
Discretionary$3.3B
Non-Disc.$2.5B
Employees153
Clients0
DateApr 2023
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.4B
Employees140
Clients0
DateApr 2023
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.4B
Employees140
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$2.2B
Non-Disc.$1.4B
Employees140
Clients0
DateMay 2022
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.9B
Employees135
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.9B
Employees1,060,430,120
Clients0
DateApr 2021
Total AUM$3.3B
Discretionary$1.8B
Non-Disc.$1.5B
Employees111
Clients0
DateMar 2021
Total AUM$3.3B
Discretionary$1.8B
Non-Disc.$1.5B
Employees111
Clients0
DateFeb 2021
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees127
Clients0
DateOct 2020
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees127
Clients0
DateJun 2020
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees127
Clients0
DateMay 2020
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees127
Clients0
DateJan 2020
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$962.7M
Employees95
Clients3,200
DateNov 2019
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$962.7M
Employees95
Clients3,200
DateNov 2019
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$962.7M
Employees95
Clients3,200
DateApr 2019
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$962.7M
Employees95
Clients3,200
DateMar 2019
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$962.7M
Employees95
Clients3,200
DateOct 2018
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$843.7M
Employees88
Clients3,000
DateJun 2018
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$843.7M
Employees88
Clients3,000
DateMar 2018
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$843.7M
Employees88
Clients3,000
DateApr 2017
Total AUM$1.5B
Discretionary$862.3M
Non-Disc.$629.1M
Employees79
Clients3,000
DateMar 2017
Total AUM$1.5B
Discretionary$862.3M
Non-Disc.$629.1M
Employees79
Clients3,000
DateMar 2016
Total AUM$1.2B
Discretionary$648.6M
Non-Disc.$518.7M
Employees66
Clients2,500
DateFeb 2016
Total AUM$1.3B
Discretionary$867.7M
Non-Disc.$397.5M
Employees67
Clients1,800
DateNov 2015
Total AUM$1.3B
Discretionary$867.7M
Non-Disc.$397.5M
Employees67
Clients1,800
DateOct 2015
Total AUM$1.3B
Discretionary$867.7M
Non-Disc.$397.5M
Employees67
Clients1,800
DateMar 2015
Total AUM$1.3B
Discretionary$867.7M
Non-Disc.$397.5M
Employees67
Clients1,800
DateMar 2014
Total AUM$828.2M
Discretionary$542M
Non-Disc.$286.2M
Employees67
Clients1,800
DateFeb 2014
Total AUM$656.8M
Discretionary$548.1M
Non-Disc.$108.7M
Employees62
Clients1,500
DateApr 2013
Total AUM$656.8M
Discretionary$548.1M
Non-Disc.$108.7M
Employees62
Clients1,500
DateNov 2012
Total AUM$513.2M
Discretionary$358.9M
Non-Disc.$154.3M
Employees62
Clients1,277
DateJul 2012
Total AUM$513.2M
Discretionary$358.9M
Non-Disc.$154.3M
Employees51
Clients1,277
DateMar 2012
Total AUM$513.2M
Discretionary$358.9M
Non-Disc.$154.3M
Employees51
Clients1,277
DateApr 2011
Total AUM$514M
Discretionary$387.5M
Non-Disc.$126.6M
Employees51
Clients--
DateMar 2011
Total AUM$327.3M
Discretionary$229.1M
Non-Disc.$98.2M
Employees51
Clients--
DateMar 2010
Total AUM$327.3M
Discretionary$229.1M
Non-Disc.$98.2M
Employees51
Clients--
DateJan 2010
Total AUM$246.2M
Discretionary$168M
Non-Disc.$78.2M
Employees51
Clients--
DateOct 2009
Total AUM$246.2M
Discretionary$168M
Non-Disc.$78.2M
Employees51
Clients--
DateJun 2009
Total AUM$246.2M
Discretionary$168M
Non-Disc.$78.2M
Employees51
Clients--
DateJun 2009
Total AUM$180M
Discretionary$154.5M
Non-Disc.$25.5M
Employees--
Clients--
DateMar 2009
Total AUM$180M
Discretionary$154.5M
Non-Disc.$25.5M
Employees--
Clients--
DateFeb 2009
Total AUM$180M
Discretionary$154.5M
Non-Disc.$25.5M
Employees--
Clients--
DateJan 2008
Total AUM$90.8M
Discretionary$88.8M
Non-Disc.$2M
Employees--
Clients--
DateOct 2007
Total AUM$90.8M
Discretionary$88.8M
Non-Disc.$2M
Employees--
Clients--
DateSep 2007
Total AUM$90.8M
Discretionary$88.8M
Non-Disc.$2M
Employees--
Clients--
DateMay 2007
Total AUM$65.9M
Discretionary$63.8M
Non-Disc.$2.1M
Employees10
Clients--
DateApr 2007
Total AUM$65.9M
Discretionary$63.8M
Non-Disc.$2.1M
Employees10
Clients--
DateApr 2007
Total AUM$65.9M
Discretionary$63.8M
Non-Disc.$2.1M
Employees10
Clients--
DateMar 2007
Total AUM$65.9M
Discretionary$63.8M
Non-Disc.$2.1M
Employees10
Clients--