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).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Balopole Investment Management Corporation
Showing 1 - 2 of 2 top financial advisors.
1
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.

2
James A. Manishin
CRD#: 5298057
1611 Borel Pl, Suite 1, San Mateo, CA 94402

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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