Balopole Investment Management Corporation

Balopole Investment Management Corporation (CRD# 135621) is a financial advisory firm headquartered in San Mateo, CA. They manage $32,328,474 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Balopole Investment Management Corporation
Showing 1 - 1 of 1 top financial advisors.
Robert J. Balopole
CRD#: 4973734
1650 Borel Pl Ste 224, San Mateo, CA 94402

Robert Balopole (CRD# 4973734) is an Investment Advisor Representative working at Balopole Investment Management Corporation in San Mateo, CA and has 1 year of experience in the finance industry.

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