Michael
Stock
Boltwood Capital Management
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About this Advisor
Michael Stock is a financial advisor based in Walnut Creek, California, working with Boltwood Capital Management. Michael has previously held positions at Boltwood and Knowles & Dibblee Inc. Michael has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Michael is part of Boltwood Capital Management, which operates out of Walnut Creek, California. The firm has 2 employees and manages assets totaling $380.9 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Boltwood Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boltwood Capital Management Brokerage Details
$380,890,508
2
421
$904,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Stock Work History
Boltwood, Knowles & Dibblee Inc
Disclosures
Please visit the SEC profile of Michael Stock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boltwood Capital Management
Walnut Creek, CA
Walnut Creek, CA
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