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).

Current Firm Details
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250
https://www.linkedin.com/company/balboa-wealth-partners-inc-/
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.
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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