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).
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Total Assets Under Management661MILLION
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Total Number of Accounts1,851ACCOUNTS
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Average Account Value$357,094
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NJ, NV, NY, OR, TN, TX, UT, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.