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BOLTWOOD CAPITAL MANAGEMENT
2099 Mt. Diablo Blvd
Suite 202
Walnut Creek, California 94596
Tel: 415-433-1550
About BOLTWOOD CAPITAL MANAGEMENT
BOLTWOOD CAPITAL MANAGEMENT, formally registered with the SEC as BOLTWOOD CAPITAL MANAGEMENT. The firm was established in 05/21/1986. They have over 1 offices throughout the country.
BOLTWOOD CAPITAL MANAGEMENT is a Walnut Creek, California based Financial Planning firm with nearly $380,890,508 assets under management, offering retirement planning & investment advisory services to 421 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110293 |
| SEC# | 801-27099 |
| Assets Managed by Firm | $380,890,508 |
| No. of Clients | 421 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 421 | $380,890,508 |
| Individuals (other than high net worth individuals) | 121 | $32,835,435 |
| High net worth individuals | 93 | $346,198,457 |
| Corporations or other businesses | Fewer than 5 clients | $1,856,616 |
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