Boltwood Knowles & Dibblee Inc is a large advisory firm based in San Francisco. It manages $121.02 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Boltwood Knowles & Dibblee provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boltwood Knowles & Dibblee Inc is $121.02 million. The firm's AUM has gone down by -38% 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 Knowles & Dibblee Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Karen Lee Knowles has been acting as President since 1 Mar 1987. Mark D Gamble joined the executive team most recently as the Secretary.
The principal office where Boltwood Knowles & Dibblee Inc performs its advisory services is located at 220 Sansome Street, San Francisco, CA 94104, 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.