Plantation, FL Office
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Bolton Global Asset Management
Multi-team
Firm-wide stats for Bolton Global Asset Management
About
Bolton Global Asset Management is a registered investment adviser that provides asset management and financial planning to a mix of individual clients (including high‑net‑worth individuals), corporate and institutional clients, and banks, trusts, estates and charitable organizations. It offers portfolio management on discretionary and non‑discretionary bases and typically charges percentage‑of‑AUM advisory fees.
BGAM delivers customized wealth management through a network of independent investment adviser representatives, employing internal management, unaffiliated money managers, and third‑party asset management (TPAM) programs and model portfolios. Portfolios are built primarily with mutual funds, ETFs, individual equities and fixed‑income securities; the firm generally emphasizes a long‑term approach while permitting shorter‑term trades, option strategies, and wrap‑fee structures.
The firm’s structure and service model include several features that distinguish it from many peers: it is affiliated with an introducing broker‑dealer (Bolton Global Capital) and generally directs clients to that broker‑dealer with clearing through Pershing LLC, it receives and discloses 12b‑1 and revenue‑sharing arrangements, and it maintains an NFA introducing broker registration (though it currently does not engage in futures trading). BGAM also works with offshore clients and offshore funds, offers bank‑sweep and money‑fund sweep options that involve participating banks, and discloses commission, administrative fixed‑income charges and broker‑dealer markups that represent potential conflicts of interest for clients to consider.
Based on Bolton Global Asset Management
Expertise
Based on Bolton Global Asset Management
Location
Plantation FL
Advisors at this office
3
Advisors at this office
Camila C
Series 66
Plantation, FL
Bolton Securities Corporation
Camila Cortes is a financial advisor at Bolton Securities Corporation with one year of industry experience. She holds a Series 66 designation and has worked with Bolton Global Asset Management and Bolton Global Capital since 2025. Her prior work includes roles in education and banking. Bolton Global Asset Management provides asset management and financial planning services to individuals, institutions, and charitable organizations, offering portfolios built primarily with mutual funds, ETFs, equities, and fixed-income securities through a network of independent advisers.
Gabriella E
Series 66
Plantation, FL
Bolton Securities Corporation
Gabriella Espaillat is a financial advisor at Bolton Securities Corporation with two years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent adviser representatives.
Norvin U
Series 66
Plantation, FL
Bolton Securities Corporation
Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and is co-owner and manager of Stiwar Investments, S.R.L., an entity based in the Dominican Republic. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management, offering portfolio management through a network of independent advisor representatives. The firm employs a variety of investment vehicles and strategies, blending long-term approaches with options for shorter-term trades and model portfolios.
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