Boltwood Capital Management

Boltwood Capital Management (CRD# 110293) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $182,452,303 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $950,272
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Boltwood Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Michael J. Stock
CRD#: 5733490
100 Pringle Avenue, Suite 770, Walnut Creek, CA 94596
93
Wealthminder
score

Michael Stock (CRD# 5733490) is an Investment Advisor Representative working at Boltwood Capital Management in Walnut Creek, CA and has over 6 years of experience in the finance industry.

2
Thomas L. Abbott
CRD#: 4366639
1220 Sansome Street Suite 600, San Francisco, CA 94104
87
Wealthminder
score

Thomas Abbott (CRD# 4366639) is an Investment Advisor Representative working at Boltwood Capital Management in San Francisco, CA and has 1 year of experience in the finance industry.

3
Zachary R. Wolf
CRD#: 6584058
100 Pringle Avenue, Suite 770, Walnut Creek, CA 94596
87
Wealthminder
score

Zachary Wolf (CRD# 6584058) is an Investment Advisor Representative working at Boltwood Capital Management in Walnut Creek, CA and has 1 year of experience in the finance industry.

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