Boltwood Capital Management

EST. AUM
$502,513,220

CONTACTS
2

CLIENT ACCOUNTS
468

Firm Details

Metro area San Francisco
CRD Number 110293
Website boltwoodcap.com
Client types

Overview

In 1983, after twenty years in the Navy and another twenty running Wells Fargo’s trust department, Chet Boltwood founded Boltwood Capital Management. He believed that an independent firm free from the bureaucracy of a larger organization would be best equipped to produce a superior experience for its clients. BCM is an independent SEC-registered investment advisory firm that works primarily with families and individuals to solve their unique financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Boltwood Capital Management

Platform Details

Investment Preferences

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