George Bolton

from Westend Capital Management, Llc.
SEC regulated
Regulated Investment Advisor
George Bolton is a financial advisor based in California, Sausalito, with 39 years of experience. George currently works for Westend Capital Management, Llc.. George maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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George Bolton works at Westend Capital Management, Llc.
Westend Capital Management, Llc. is a financial advisory firm based in Sausalito, California. It currently has approximately $174,329,015 of assets under management and employs about 5 people. Westend Capital Management, Llc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
9 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
One Harbor Drive, Suite 300, Sausalito, California, 94965

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