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BOLTWOOD CAPITAL MANAGEMENT

Tel: 415-433-1550
2099 Mt. Diablo Blvd
Suite 202
Walnut Creek, California  94596

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BOLTWOOD CAPITAL MANAGEMENT

BOLTWOOD CAPITAL MANAGEMENT is a Walnut Creek, California based financial advisory firm with nearly $380,890,508 in assets under management and provides investment advisory services for 421 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

110293

SEC#:

801-27099

No. of Clients:

421

Assets under Management

$380,890,508

No. of Advisors:

2

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