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Building 2BALSON CAPITAL MANAGEMENT

Map pin
Phone310-821-6147
NotebookSEC #801-118406
Total AUM
$203.1M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
310-821-6147

ReceiptFinancials

Total AUM
$203.1M
Accounts
67
Discretionary
$203.1M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$875.9K
HNW Individual Clients
24
AUM
$73.9M
Charitable Organization Clients
2
AUM
$6.5M
Corporation or Business Clients
4
AUM
$121.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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