Maria
Northam

Bolton Securities Corporation

CRD#2357657
Investment Advisor
in Houston, TX

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About this Advisor

Maria Northam is a financial advisor based in Houston, Texas, working with Bolton Securities Corporation. Maria has previously held positions at Bolton Global Capital Inc and Bolton Global Asset Management. Maria has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Maria is part of Bolton Securities Corporation, which operates out of Houston, Texas. The firm has 65 offices and 153 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bolton Securities Corporation includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

12510 Cutten Road
Houston, TX 77066

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Bolton Securities Corporation Brokerage Details

Total Assets Under Management

$5,853,942,197

TX Average: $16,012,751,954
Total Number of Employees

153

TX Average: 118
Total Number of Accounts

6,217

TX Average: 4,567
Average Account Size

$941,602

TX Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Maria Northam Work History

2011 - Present (13 years)

Bolton Global Capital Inc

2011 - Present (13 years)

Bolton Global Asset Management

Disclosures

Please visit the SEC profile of Maria Northam 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 Bolton Global Asset Management

Conny De La Torre
Miami, FL
Piero Velasquez
Bolton, MA
Dante Neyra
Bolton, MA
Ivan Palacino
Bolton, MA
Miguel Ballestas
Bolton, MA
Raul Rohr
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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