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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Vector meridianEmber capital
- Established Date
- 03-25-2008
- Office Locations
- 1
Office Locations
About Percy E. Bolton Associates, Inc.
Percy E. Bolton Associates is an independent, fee-based financial planning firm focused on longevity and aging-related retirement planning. The team advises clients through retirement transitions, health decline and grief, with planning geared to dementia preparedness, protecting against financial exploitation, and multigenerational connection. Investment planning emphasizes asset allocation and risk management, primarily implemented with public funds (mutual funds), with assets custodied at SEI.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PERCY E. BOLTON MR.
Investment Advisor, Managing Associate
- CRD
- #724867
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,417,628 | -- |
| Total | $36,417,628 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,417,628
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,622,970,467 | 100.0% |
| Total | $1,622,970,467 | 100.0% |