Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > scottsdale > BALBEC CAPITAL MANAGEMENT LP
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive
Suite 250
Scottsdale, Arizona 85251
Tel: 602-802-8300
About BALBEC CAPITAL MANAGEMENT LP
BALBEC CAPITAL MANAGEMENT LP, formally registered with the SEC as BALBEC CAPITAL MANAGEMENT LP. The firm was established in 12/16/2016. They have over 5 offices throughout the country.
BALBEC CAPITAL MANAGEMENT LP is a Scottsdale, Arizona based Financial Planning firm with nearly $6,370,551,613 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 105 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284363 |
| SEC# | 801-108741 |
| Assets Managed by Firm | $6,370,551,613 |
| No. of Clients | 20 |
| No. of Advisors | 105 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ASSET MANAGEMENT FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (NON-DISCRETIONARY ADVISORY SERVICES TO SEPARATELY MANAGED ACCOUNT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $6,370,551,613 |
More Retirement Planning firms in Scottsdale, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Scottsdale, Arizona