Claim Profile
AB

Adam Balinsky

CCOF MANAGEMENT L.P.·STAMFORD, Connecticut
Unclaimed Profile
201 BROAD STREET, STAMFORD, CT 06901CRD# 6256721Firm CRD# 169003
01

About

Adam Balinsky is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CCOF MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CCOF MANAGEMENT L.P.
CHAPFORD CAPITAL GROUP
AUM
$283M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6256721
Firm CRD# 169003
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Balinsky offer?
Adam Balinsky specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Adam Balinsky's credentials?
Adam Balinsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Balinsky located?
Adam Balinsky is based in STAMFORD, Connecticut, working with CCOF MANAGEMENT L.P.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Adam Balinsky charge for services?
Adam Balinsky's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CCOF MANAGEMENT L.P.?
CCOF MANAGEMENT L.P. is a registered investment adviser with the SEC, managing $283M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty