← Tributary

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

BAKERSFIELD, CA · CRD 148531 · IAPD ↗ · 661-326-6357

$631.2MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — BOLTHOUSE INVESTMENT MANAGEMENT SERVICES crossed $500M in regulatory AUM ($422.9M -> $544.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.