Balboa Wealth Partners, Inc.

Balboa Wealth Partners, Inc. (CRD# 282329) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $660,981,442 in 1,851 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    661
    MILLION
  • Total Number of Accounts
    1,851
    ACCOUNTS
  • Average Account Value
    $357,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, NJ, NV, NY, OR, TN, TX, UT, WA

Financial Advisors at Balboa Wealth Partners, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
John A. Appleby
CRD#: 1069521
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250

John Appleby (CRD# 1069521) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 40 years of experience in the finance industry.

2
Alexander A. Aretakis
CRD#: 2976816
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250

Alexander Aretakis (CRD# 2976816) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 23 years of experience in the finance industry.

3
Rodney M. Beary
CRD#: 4110232
27401 Los Altos, Suite 270, Mission Viejo, CA 92691

Rodney Beary (CRD# 4110232) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry.

4
Thomas J. Breslin
CRD#: 3252236
35512570 High Bluff Drive, San Diego, CA 92130

Thomas Breslin (CRD# 3252236) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

5
Richard B. Brydges
CRD#: 2719756
8008 Girard Avenue, Suite 310, La Jolla, CA 92037

Richard Brydges (CRD# 2719756) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in La Jolla, CA and has over 28 years of experience in the finance industry.

6
Michael R. Frager
CRD#: 1230622
9404 Genesee Avenue, Suite 340, La Jolla, CA 92037

Michael Frager (CRD# 1230622) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in La Jolla, CA and has over 39 years of experience in the finance industry.

7
Jeffrey A. Gilbert
CRD#: 1993261
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260

Jeffrey Gilbert (CRD# 1993261) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.

8
Cheryl J. Gruetzmacher
CRD#: 4991248
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250

Cheryl Gruetzmacher (CRD# 4991248) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.

9
Gregory S. Hermes
CRD#: 2656830
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250

Gregory Hermes (CRD# 2656830) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.

10
David M. Mowad
CRD#: 2546079
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250

David Mowad (CRD# 2546079) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 29 years of experience in the finance industry.

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