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Robert Francis Balice

BRIDGEWATER ASSET MANAGEMENT LLC·CHESTERFIELD, Missouri
Clean recordBRIDGEWATER ASSET MANAGEMENT LLC
16150 MAIN CIRCLE DRIVE, CHESTERFIELD, MO 63017CRD# 2466576Firm CRD# 169832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis Balice · CHESTERFIELD, MO
Registration
CRD #2466576 · BRIDGEWATER ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Francis Balice is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with BRIDGEWATER ASSET 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
Introduction

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03

Firm Overview

Firm
BRIDGEWATER ASSET MANAGEMENT LLC
BRIDGEWATER ASSET MANAGEMENT LLC
AUM
$267M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRIDGEWATER ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2466576
Firm CRD# 169832
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Francis Balice offer?
Robert Francis Balice specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.
What are Robert Francis Balice's credentials?
Robert Francis Balice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Balice located?
Robert Francis Balice is based in CHESTERFIELD, Missouri, working with BRIDGEWATER ASSET MANAGEMENT LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.
How does Robert Francis Balice charge for services?
Robert Francis Balice'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 BRIDGEWATER ASSET MANAGEMENT LLC?
BRIDGEWATER ASSET MANAGEMENT LLC has approximately 6 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIDGEWATER ASSET MANAGEMENT LLC

Thomas Lake Ross
CHESTERFIELD, MO

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Research
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