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Boltwood Capital Management

● SEC registered since 1986CRD 110293SEC# 801-27099Walnut Creek, CA
Export (members)
Reg. AUM
$380.6M
Employees
2
Accounts
430
Location
Walnut Creek, CA

Boltwood Capital Management assets under management

Boltwood Capital Management is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 1986. It reports $380.6 million in regulatory assets under management and employs 2 people.
www.boltwoodcap.comView on SEC.gov ↗

Boltwood Capital Management owners & executives

3 reported
NameTitleOwnershipSince
Michael John Stock ControlPresident, Treasurer & Cco50-75%2020
Thomas Lyon Abbott ControlChairmanUnder 5%2020
Zachary R Wolf ControlSecretary50-75%2020

Frequently asked questions

How much does Boltwood Capital Management manage?

Boltwood Capital Management reports $380.6 million in regulatory assets under management on its Form ADV.

How many employees does Boltwood Capital Management have?

Boltwood Capital Management reports 2 employees.

Where is Boltwood Capital Management located?

Boltwood Capital Management is based in Walnut Creek, CA and has been SEC-registered since 1986.

Does Boltwood Capital Management disclose fund performance?

Boltwood Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2099 Mt. Diablo Blvd, Suite 202, Walnut Creek, CA 94596
Phone415-433-1550
Fax415-433-2537
Office hours8:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$351.7M
Non-discretionary$28.8M
Total (RAUM)$380.6M