Unclaimed Profile

Steven John Balfrey

DECAMILLA CAPITAL MANAGEMENT INC·SACRAMENTO, California

Clean recordDECAMILLA CAPITAL MANAGEMENT INC

3600 AMERICAN RIVER DR, SACRAMENTO, CA 95864CRD# 4343460Firm CRD# 108027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven John Balfrey · SACRAMENTO, CA

Registration

CRD #4343460 · DECAMILLA CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven John Balfrey is a registered financial advisor based in SACRAMENTO, California, affiliated with DECAMILLA CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DECAMILLA CAPITAL MANAGEMENT LLC

AUM

$117M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DECAMILLA CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4343460

Firm CRD# 108027

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven John Balfrey offer?

Steven John Balfrey specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SACRAMENTO, California for a consultation.

What are Steven John Balfrey's credentials?

Steven John Balfrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven John Balfrey located?

Steven John Balfrey is based in SACRAMENTO, California, working with DECAMILLA CAPITAL MANAGEMENT INC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Steven John Balfrey charge for services?

Steven John Balfrey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DECAMILLA CAPITAL MANAGEMENT INC?

DECAMILLA CAPITAL MANAGEMENT INC has approximately 3 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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