Ariel Osvaldo Kay

17 Years of Experience

Broker

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

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ariel is an Investment Advisor Representative and conducts business through Safebay Capital Partners and Portocolom Capital Partners. Ariel also owns several LLCs for business operations, personal investments, and owning a boat, and is a licensed real estate agent, spending minimal time on these activities.