Alex Alberto Astudillo

24 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning

Bolton Global Asset Management

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

144 advisors

Number of Clients

6,977 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$7.0B

Fee Structure

Location

579 Main Street, Bolton, MA, 01740

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History

Regulatory History (1)

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Customer Dispute

February 2017

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alex is an Investment Advisor Representative with Bolton Global Asset Management, operating as Private Wealth Advisors, Inc., where he also serves as President. He also sells fixed insurance policies and owns Private Wealth Advisors, Inc., an S-Corp responsible for paying branch expenses, and refers clients to Sabadell Bank, spending minimal time on this activity.