Company Information

Get to know bolton partners, inc

Founded in 1981, Bolton Partners, Inc. is an independent and employee-owned firm that provides consulting and administrative services. The company's mission is to offer objective, expert advice to help clients navigate the complexities of employee benefits, retirement plans, and investments. They serve a diverse client base including corporations, public sector entities, and multi-employer plans, offering a comprehensive suite of services that includes health and welfare benefits consulting, retirement and investment consulting, compensation consulting, and actuarial services.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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bolton partners, inc

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.