Balopole Investment Management Corporation

Balopole Investment Management Corporation (CRD# 135621) is a financial advisory firm headquartered in San Mateo, CA. They manage $30,863,927 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1611 Borel Pl, Suite 1, San Mateo, CA 94402
http://www.balopole.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $342,933
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 Balopole, financial advisor San Mateo CA
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 Manishin, financial advisor San Mateo CA
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.

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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