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
Ryan Robinson (CRD# 4814406) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Tucson, AZ and has over 19 years of experience in the finance industry.
Duane Shumaker (CRD# 2744735) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Tucson, AZ and has over 27 years of experience in the finance industry.
Jeremy Tate (CRD# 5983992) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry.
Aarone Tirpak (CRD# 3082449) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Brea, CA and has over 24 years of experience in the finance industry.
Kozen Tsukamoto (CRD# 4500292) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 21 years of experience in the finance industry.
John Vilina (CRD# 5557975) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Mission Viejo, CA and has over 6 years of experience in the finance industry.
Gerald Zelko (CRD# 2878225) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Ian Crawford (CRD# 6182229) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Enedina Grijalva (CRD# 7196479) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.
Andrew Ornoski (CRD# 7875820) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Peoria, AZ and has 1 year of experience in the finance industry.