George
Bolton
Westend Capital Management, LLC
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About this Advisor
George Bolton is a financial advisor who works out of Santa Monica, California who has 5 years of industry experience. Bolton is an advisor for Westend Capital Management, LLC. They have spent their entire time as a financial advisor at Westend Capital Management, Llc. Bolton maintains a Series 63 license, qualifying them as a securities representative, and is registered to work in California. Westend Capital Management, LLC is an advisory company based out of Sausalito, CA. It manages $174 million in assets under management between its 287 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 287 client accounts, 43% are held by high-net-worth clients who have at least $1 million in assets. Westend Capital Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fee schedules largely depend on the services provided. However, fee types billed by Westend Capital Management, LLC most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westend Capital Management, LLC Brokerage Details
$174,329,015
5
287
$607,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
George Bolton Work History
George has been registered as a financial advisor for 5 years.*
Westend Capital Managment LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Bolton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westend Capital Management, LLC
Santa Monica, CA
San Rafael, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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