Balopole Investment Management Corporation
Balopole Investment Management Corporation (CRD# 135621) is a financial advisory firm headquartered in San Mateo, CA. They manage $26,287,638 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Balopole Investment Management Corporation
By the Numbers
-
Total Assets Under Management26MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$641,162
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Balopole Investment Management Corporation
1
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.
2
James Manishin (CRD# 5298057) is an Investment Advisor Representative working at Balopole Investment Management Corporation in San Mateo, CA and has over 17 years of experience in the finance industry.
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