Boltwood Capital Management

Boltwood Capital Management (CRD# 110293) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $319,298,210 in 389 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Pringle Avenue, Suite 770, Walnut Creek, CA 94596
https://www.linkedin.com/company/boltwood-capital-management/
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $820,818
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Boltwood Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael Stock, financial advisor Walnut Creek CA
Michael J. Stock
CRD#: 5733490
100 Pringle Avenue, Suite 770, Walnut Creek, CA 94596

Michael Stock (CRD# 5733490) is an Investment Advisor Representative working at Boltwood Capital Management in Walnut Creek, CA and has over 14 years of experience in the finance industry.

2
Zachary Wolf, financial advisor Walnut Creek CA
Zachary R. Wolf
CRD#: 6584058
100 Pringle Avenue, Suite 770, Walnut Creek, CA 94596

Zachary Wolf (CRD# 6584058) is an Investment Advisor Representative working at Boltwood Capital Management in Walnut Creek, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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