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Michael Frank Balboa

FENIMORE ASSET MANAGEMENT, INC.·ALBANY, New York
SIE, Series 28, Series 99TOClean recordFENIMORE ASSET MANAGEMENT, INC.
142 WOLF ROAD, ALBANY, NY 12205CRD# 6635684Firm CRD# 110946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Frank Balboa · ALBANY, NY
Registration
CRD #6635684 · FENIMORE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FENIMORE ASSET MANAGEMENT, INC.
CRD 110946 · SEC 801-10429
AUM
$4.2B
Regulatory assets under management
Employees
38
1,112 client accounts
Services offered by FENIMORE ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FENIMORE ASSET MANAGEMENT, INC. →
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04

Frequently Asked Questions

What services does Michael Frank Balboa offer?
Michael Frank Balboa specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALBANY, New York for a consultation.
What are Michael Frank Balboa's credentials?
Michael Frank Balboa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Frank Balboa located?
Michael Frank Balboa is based in ALBANY, New York, working with FENIMORE ASSET MANAGEMENT, INC.. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Michael Frank Balboa charge for services?
Michael Frank Balboa'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 FENIMORE ASSET MANAGEMENT, INC.?
FENIMORE ASSET MANAGEMENT, INC. has approximately 38 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FENIMORE ASSET MANAGEMENT, INC.

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Anne B. Putnam
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David John Pollitizer
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Debra Ann Pollard
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Herbert Lloyd Shultz
COBLESKILL, NY
Joseph Arthur Bucci
COBLESKILL, NY

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