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Building 2BOLTWOOD CAPITAL MANAGEMENT

Map pinWALNUT CREEK, CA
Phone415-433-1550
NotebookSEC #801-27099
Total AUM
$502.5M
Employees
2
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2099 MT. DIABLO BLVD
SUITE 202
WALNUT CREEK
CA 94596
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
415-433-1550

ReceiptFinancials

Total AUM
$502.5M
Accounts
468
Discretionary
$461.2M
Accounts
455
Non-Discretionary
$41.3M
Accounts
13

ContactClients

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Individual Clients
133
AUM
$48.6M
HNW Individual Clients
92
AUM
$447.7M
Corporation or Business Clients
5
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMTTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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