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Jag Balfour

BLOOMSBURY ASSET MANAGEMENT LLP·HELENA, Montana
Clean recordBLOOMSBURY ASSET MANAGEMENT LLP
314 N. LAST CHANCE GULCH, HELENA, MT 59601CRD# 7003610Firm CRD# 298426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jag Balfour · HELENA, MT
Registration
CRD #7003610 · BLOOMSBURY ASSET MANAGEMENT LLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jag Balfour is a registered financial advisor based in HELENA, Montana, affiliated with BLOOMSBURY ASSET MANAGEMENT LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BLOOMSBURY ASSET MANAGEMENT LLP
BLOOMSBURY ASSET MANAGEMENT LLP
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BLOOMSBURY ASSET MANAGEMENT LLP →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7003610
Firm CRD# 298426
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jag Balfour offer?
Jag Balfour specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HELENA, Montana for a consultation.
What are Jag Balfour's credentials?
Jag Balfour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jag Balfour located?
Jag Balfour is based in HELENA, Montana, working with BLOOMSBURY ASSET MANAGEMENT LLP. Their office serves clients in the HELENA metropolitan area and surrounding communities.
How does Jag Balfour charge for services?
Jag Balfour's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLOOMSBURY ASSET MANAGEMENT LLP?
BLOOMSBURY ASSET MANAGEMENT LLP has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLOOMSBURY ASSET MANAGEMENT LLP

Joshua Wright
HELENA, MT

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Research
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