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
By the Numbers
-
Total Assets Under Management319MILLION
-
Total Number of Accounts389ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Boltwood Capital Management
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.