Balfour Capital Management
Balfour Capital Management (CRD# 285590) is a financial advisory firm headquartered in , . They manage $5,694,622 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Balfour Capital Management
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$203,379
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Balfour Capital Management
1
Ziad Wehbe (CRD# 5773742) is an Investment Advisor Representative working at Balfour Capital Management in Rochester, NY and has over 13 years of experience in the finance industry.
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