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Justin Balas

PARTNERS WEALTH MANAGEMENT, LLC·MONTEREY, California
Unclaimed Profile
299 WEBSTER STREET, MONTEREY, CA 93940CRD# 7562629Firm CRD# 314816
01

About

Justin Balas is a registered financial advisor based in MONTEREY, California, affiliated with PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARTNERS WEALTH MANAGEMENT, LLC
THEPARTNERS WEALTH MANAGEMENT
AUM
$173M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7562629
Firm CRD# 314816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Balas offer?
Justin Balas specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Justin Balas's credentials?
Justin Balas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Balas located?
Justin Balas is based in MONTEREY, California, working with PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Justin Balas charge for services?
Justin Balas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS WEALTH MANAGEMENT, LLC?
PARTNERS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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