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BALOPOLE INVESTMENT MANAGEMENT CORPORATION
CRD 135621
1611 BOREL PL, SUITE 1, SAN MATEO, CA, 94402, United States
Phone
650-574-1307
Fax
650-574-1308
Registration
— (—)
Source
State registered
Total AUM
$31.8M
Discretionary AUM
$31.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.8M |
| High net worth individuals | 21 | $26.0M |
All web addresses on file
Official SEC filing: View on IAPD