visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Boltwood Capital Management

    Get Full Access

    Description

    • 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 lifeWe 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.
    • location

      Headquarters:100 Pringle Avenue Suite 770, Walnut Creek, California, United States

      More
    • Boltwood Capital Management phone

      Phone Number: +1 925-954-7803

    • Boltwood Capital Management website

      Website: https://www.boltwoodcap.com

    • Boltwood Capital Management employees

      Employees:3

    • Boltwood Capital Management revenue

      Revenue:$1 - 10M

    • Boltwood Capital Management legal name

      Legal Name:Boltwood Capital Management

    • Boltwood Capital Management's Social Media

      Boltwood Capital Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    President At Boltwood Capital Management for Boltwood Capital Management

    Mark Gamble

    President At Boltwood Capital Management

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Mark Gamble

    President At Boltwood Capital Management

    Zack Wolf

    Portfolio Manager

    Frequently Asked Questions regarding Boltwood Capital Management

    • Where are Boltwood Capital Management's Headquarters?

      Boltwood Capital Management's Headquarters are in 100 Pringle Avenue Suite 770,Walnut Creek,California,United States

    • What is Boltwood Capital Management's phone number?

      Boltwood Capital Management's phone number is +1 925-954-7803

    • What is Boltwood Capital Management's official website?

      Boltwood Capital Management's official website is https://www.boltwoodcap.com

    • What is Boltwood Capital Management's Revenue?

      Boltwood Capital Management's revenue is $1 - 10M

    • What is Boltwood Capital Management's NAICS code?

      Boltwood Capital Management's NAICS code is 523930

    • How many employees are working in Boltwood Capital Management

      Boltwood Capital Management has 3 employees

    • What is Boltwood Capital Management's Industry?

      Boltwood Capital Management is in the industry of Investment Management

    • Who is Boltwood Capital Management's President At Boltwood Capital Management?

      Boltwood Capital Management's President At Boltwood Capital Management is Mark Gamble

    Company Directory