Boltwood Knowles & Dibblee Inc (San Francisco)

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.

Boltwood Knowles & Dibblee: assets under management

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 firm manages $108.13 million in discretionary accounts and $12.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $872.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.84 million.

Fees & Commissions

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.

Careers at Boltwood Knowles & Dibblee Inc

Karen Lee Knowles has been acting as President since 1 Mar 1987. Mark D Gamble joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Karen Lee Knowles	Chairman	1 Mar 1987	25% - 50%	4366602
Thomas Lorimer Dibblee	President	1 Aug 1996	25% - 50%	829027
Thomas Lyon Abbott	Secretary	1 Sep 2000	Other	4366639
Karen Lee Knowles	Co-chairman	1 May 2007	Other	4366602
Michael J Hartell	Co-chairman	1 May 2007	Other	5358127
Mark D Gamble	Secretary	1 Nov 2007	25% - 50%	5417671
Thomas Lyon Abbott	Treasurer & chief compliance officer	1 Nov 2007	25% - 50%	4366639

Based in San Francisco

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.