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Anthony Balbo

FAIRBRIDGE ASSET MANAGEMENT LLC·WHITE PLAINS, New York
Clean recordFAIRBRIDGE ASSET MANAGEMENT LLC
707 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604CRD# 7372162Firm CRD# 314538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Balbo · WHITE PLAINS, NY
Registration
CRD #7372162 · FAIRBRIDGE ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Balbo is a registered financial advisor based in WHITE PLAINS, New York, affiliated with FAIRBRIDGE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FAIRBRIDGE ASSET MANAGEMENT LLC
FAIRBRIDGE ASSET MANAGEMENT LLC
AUM
$349M
Regulatory assets under management
Employees
14
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7372162
Firm CRD# 314538
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05

Frequently Asked Questions

What services does Anthony Balbo offer?
Anthony Balbo specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Anthony Balbo's credentials?
Anthony Balbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Balbo located?
Anthony Balbo is based in WHITE PLAINS, New York, working with FAIRBRIDGE ASSET MANAGEMENT LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Anthony Balbo charge for services?
Anthony Balbo'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 FAIRBRIDGE ASSET MANAGEMENT LLC?
FAIRBRIDGE ASSET MANAGEMENT LLC has approximately 14 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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