BALBOA WEALTH PARTNERS, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 282329). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Performance, Subscription.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel Bradley | DIRECTOR | Conshohocken, PA |
| Jeffrey Alan Gilbert | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| KOLSTAD ERIC HARVEY | PRESIDENT | — |
| GILBERT JEFFREY ALAN | CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| NEWPORT BEACH | CA | 8 | 949-445-1465 |
| TUSCON | AZ | 3 | 520-393-8990 |
| LA JOLLA | CA | 1 | 619-857-5966 |
| — | — | 1 | (619) 203-2138 |
| ENCINITAS | CA | 1 | 760-704-8651 |
| LONG BEACH | CA | 1 | 562-884-8872 |
| PAYSON | AZ | 1 | 7147172476 |