7114 E Stetson Drive
Suite 250
Scottsdale, Arizona 85251
Tel: 602-802-8300
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 6 offices throughout the country.
BALBEC CAPITAL MANAGEMENT LP is a Scottsdale, Arizona based Financial Planning firm with nearly $5,606,257,800 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 96 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 284363 |
SEC# | 801-108741 |
Assets Managed by Firm | $5,606,257,800 |
No. of Clients | 19 |
No. of Advisors | 96 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 19 | $5,606,257,800 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,250,997,806 | 79 | 16 |
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