Boltwood Capital Management

Investment Management • Walnut Creek, California, United States • 1-10 Employees

Company overview

Headquarters	2099 Mt Diablo Blvd, 202, Walnut Creek, California 94596, US
Phone number	+14154331550
Website	boltwoodcap.com
NAICS	5231
SIC	621
Keywords	Wealth Management
Founded	1986
Employees	1-10
Socials

Key Contact at Boltwood Capital Management

Mark Gamble

President

Boltwood Capital Management Email Formats

Boltwood Capital Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@boltwoodcap.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@boltwoodcap.com	100%

About Boltwood Capital Management

Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals, families and institutions. We believe that by staying loyal to our values of integrity, discipline, candor and knowledge we are able to help our clients solve the financial goals in their life We offer investment management and financial planning services to our clients. We believe that by understanding our clients' entire circumstances (via planning) we are able to create investment plans tailored to their needs. We manage diversified portfolios across account types for clients including: high-net-worth individuals, trusts, non-profits, foundations and retirement accounts.

Boltwood Capital Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Boltwood Capital Management has never raised funding before.

Boltwood Capital Management Tech Stack

Discover the technologies and tools that power Boltwood Capital Management's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Jetpack

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jQuery

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Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

Open Graph

Miscellaneous

WordPress

Blogs

Divi

Page builders

Sectigo

SSL/TLS certificate authorities

jQuery Mobile

Mobile frameworks

jQuery Migrate

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Frequently asked questions

Boltwood Capital Management is located in Walnut Creek, California, US.

You can reach Boltwood Capital Management at +14154331550.

Boltwood Capital Management was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Boltwood Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Boltwood Capital Management

Mark Gamble

President

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