Harry Tokatlian
Harry Tokatlian is a registered investment advisor at Bolton Global Asset Management, based in Windham, NH, with 25 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,977 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BGAM offers investment management services where fees are negotiable between you and your advisor. The maximum fee is 2.5% of your portfolio value. Fees are typically billed quarterly, deducted directly from your account. BGAM may also assess a fee to cover ticket or transactional fees they are assessed because of a trade in your account.
Location
Windham, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harry is an Investment Advisor Representative with Bolton Global Asset Management since 2009, providing financial planning and asset management services. He also owns and manages HMG Capital, LLC, spending minimal time reviewing the corporate bank account.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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