BALBOA WEALTH PARTNERS, INC.

SCOTTSDALE, Arizona·2 registered advisors·CRD# 282329
SEC# 801-1070299949-445-1465
01

Firm Overview

AUM
$776M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALBOA WEALTH PARTNERS, INC.

2 registered advisors
Eric Harvey Kolstad
NEWPORT BEACH, California
Jeffrey Alan Gilbert
SCOTTSDALE, Arizona
05

Office Locations

NEWPORT BEACH, California
1 advisor
SCOTTSDALE, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. BALBOA WEALTH PARTNERS, INC. (CRD# 282329) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.