Boltwood Capital Management
Legal Name: BOLTWOOD CAPITAL MANAGEMENT
Full Contact Details
Boltwood Capital Management
100 PRINGLE AVENUE, SUITE 770, WALNUT CREEK, CA
415-433-1550
415-433-2537
Other Info
BOLTWOOD CAPITAL MANAGEMENT, a California corporation, provides financial advisory services with its team of three experienced professionals. Although the number of clients it serves remains undisclosed, the firm's latest SEC status confirmed its approval and registration since May 21, 1986. BOLTWOOD CAPITAL MANAGEMENT ensures excellent financial advice to its clients with its reputable track record.
Home - Boltwood Capital Management
415-433-1550 [email protected] Our Firm Client Logins Portal Financial Planning Form CRS Select Page Find Financial Freedom We serve as fiduciaries, providing financial planning and investment management services to individuals and families. Learn More " Helping Build Better Futures Since 1986 F…
Direct Owners
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MICHAEL J HARTELL
CHAIRMAN owns less than 5%
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MICHAEL JOHN STOCK
SECRETARY & CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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THOMAS LYON ABBOTT
PRESIDENT & TREASURER owns 75% or more
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ZACHARY R WOLF
DIRECTOR owns less than 5%
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News
- Boltwood Capital Management Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Boltwood Capital Management Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Boltwood Capital Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Boltwood Capital Management's Q4 2022 vs. Q1 2023: A Look at 13F Holdings Comparison