BALEFIRE, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 168733). Regulatory assets under management: $2.0B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Showing 25 of 30 people.
| Name | Role | Location |
|---|---|---|
| John Robert Hoffman | MANAGING PARTNER; OWNER | — |
| Mark Michael Oswald | CHIEF COMPLIANCE OFFICER | — |
| Jason Simpson Hester | MANAGING PARTNER | — |
| George Wesley Hester | MINORITY OWNER | — |
| Blair M Enfield | MINORITY OWNER | — |
| Christopher Allen Tipton | MINORITY OWNER | — |
| Harold Dunbar Cooley | MINORITY OWNER | — |
| Steven Ray Rutledge | MINORITY OWNER | — |
| Brad Leonard Neugebauer | OWNER | — |
| Brian Scott Smith | OWNER | — |
| James Marshall Mars | OWNER | — |
| Donald Pete Peterson | OWNER | — |
| Scott Michael Munger | OWNER | — |
| SMITH MICHAEL SCOTT | PARTNER | — |
| OSWALD MARK MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| MARS JAMES MARSHALL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING PRINCIPAL (+3 more) | — |
| SIMPSON LANCE PATRICK | CHIEF COMPLIANCE OFFICER; CONTROLLER & CHIEF COMPLIANCE OFFICER | — |
| HOFFMAN MARK ROBERT | PARTNER - EVP NATIONAL CONSULTING; PARTNER - PRESIDENT | — |
| STAHR MATTHEW GERARD | CHIEF COMPLIANCE OFFICER | — |
| WAGGONER JIMMY EDWARD | MANAGING MEMBER; PARTNER; PARTNER - SVP NATIONAL CONSULTING | — |
| SUSANIN ANDREW HUGHES | MANAGING MEMBER; PARTNER | — |
| PETERSON DONALD PETE | MANAGING MEMBER; PARTNER; PARTNER - SVP WORKPLACE SOLUTIONS | — |
| SUNTKEN DAVID MICHAEL | MANAGING MEMBER; PARTNER | — |
| MUNGER SCOTT MICHAEL | MANAGING MEMBER; PARTNER; PARTNER - SVP PRIVATE WEALTH | — |
| BEAUDOIN KIRSTEN SAGGAU | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2015-12-01 | regulatory | ALLEGED FAILURE TO PROPERLY DISCLOSE LOANS FROM BROKER-DEALER TO VISIONPOINT ADVISORY GROUP AND CERTAIN OF ITS ADVISORY AFFILIATES. | Final | $45K |
Showing 15 of 16 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| RIDGELAND | MS | 7 | 601-991-2830 |
| RIDGELAND | MS | 7 | 601-991-2830 |
| ST LOUIS PARK | MN | 7 | (952) 777-3141 |
| ST LOUIS PARK | MN | 7 | (952) 777-3141 |
| WATERTOWN | SD | 3 | (605) 878-4111 |
| WATERTOWN | SD | 3 | (605) 878-4111 |
| SIOUX FALLS | SD | 2 | (605) 333-2442 |
| SIOUX FALLS | SD | 2 | (605) 333-2442 |
| PHOENIX | AZ | 1 | 602-370-8743 |
| CENTENNIAL | CO | 1 | 720-773-9381 |
| BETTENDORF | IA | 1 | (563) 345-6880 |
| PHOENIX | AZ | 1 | 602-370-8743 |
| ALPHARETTA | GA | 1 | 470-670-7270 |
| CENTENNIAL | CO | 1 | 720-773-9381 |
| BETTENDORF | IA | 1 | (563) 345-6880 |