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Home > Retirement Planners > arizona > scottsdale > BALBOA WEALTH PARTNERS, INC.
BALBOA WEALTH PARTNERS, INC.
6263 North Scottsdale Road
Suite 265
Scottsdale, Arizona 85250
Tel: 949-445-1465
About BALBOA WEALTH PARTNERS, INC.
BALBOA WEALTH PARTNERS, INC, formally registered with the SEC as BALBOA WEALTH PARTNERS, INC. The firm was established in 12/11/2015. They have over 10 offices throughout the country.
BALBOA WEALTH PARTNERS, INC. is a Scottsdale, Arizona based Financial Planning firm with nearly $775,979,843 assets under management, offering retirement planning & investment advisory services to 2005 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282329 |
| SEC# | 801-107029 |
| Assets Managed by Firm | $775,979,843 |
| No. of Clients | 2005 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2005 | $775,979,843 |
| Individuals (other than high net worth individuals) | 772 | $451,114,926 |
| High net worth individuals | 110 | $308,115,101 |
| Pension and profit sharing plans | 11 | $4,071,847 |
| Charitable organizations | Fewer than 5 clients | $4,590,133 |
| Corporations or other businesses | Fewer than 5 clients | $8,087,836 |
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|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
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