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Balboa Wealth Partners, Inc.

● SEC registered since 2015CRD 282329SEC# 801-107029Scottsdale, AZ
Export (members)
Reg. AUM
$804.8M
Employees
31
Accounts
2,068
Location
Scottsdale, AZ

Balboa Wealth Partners, Inc. assets under management

Balboa Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2015. It reports $804.8 million in regulatory assets under management and employs 31 people.
www.gregoryday.comView on SEC.gov ↗

Balboa Wealth Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Alan Gilbert ControlPresident & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Balboa Wealth Partners, Inc. manage?

Balboa Wealth Partners, Inc. reports $804.8 million in regulatory assets under management on its Form ADV.

How many employees does Balboa Wealth Partners, Inc. have?

Balboa Wealth Partners, Inc. reports 31 employees.

Where is Balboa Wealth Partners, Inc. located?

Balboa Wealth Partners, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2015.

Does Balboa Wealth Partners, Inc. disclose fund performance?

Balboa Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250
Phone480-801-5010
Fax480-801-5070
Office hours8:00 a.m.-5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$785.5M
Non-discretionary$19.3M
Total (RAUM)$804.8M