Boltwood Capital Management is a large advisory firm based in Walnut Creek. It manages $215.24 million of regulatory assets for 283 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.
Boltwood Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boltwood Capital Management is $215.24 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Boltwood Capital Management for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Michael J Hartell is high net worth individuals with 64 clients and $198.47 million of assets under management. Among the 12 most similar advisory firms, Boltwood Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $215.24 million for 158 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Boltwood Capital Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael J Hartell has been acting as President since 1 May 2007. Zachary R Wolf joined the executive team most recently as the Director.
The principal office where Boltwood Capital Management performs its advisory services is located at 100 Pringle Avenue, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-433-1550 or by fax 415-433-2537. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at boltwoodcap.com and its LinkedIn profile.