BOLT FINANCIAL GROUP, INC
CRD #291799 SEC #801-132004 WORTHINGTON, OH 614-635-0102
SEC Registered
Total AUM
$107.6M
Discretionary
$107.6M
Employees
5
Clients
101
Accounts
879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $107.6M | $107.6M | $0 | 5 | 0 |
| Jan 2025 | $107.6M | $107.6M | $0 | 5 | 0 |
| Jan 2025 | $107.6M | $107.6M | $0 | 5 | 0 |
DateJul 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0