B
Balopole Investment Management Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,777,511
Clients
34
62% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$934,633
About
Balopole Investment Management Corporation provides investment advisory and portfolio management services primarily to individual clients. The independent, single-advisor firm reports roughly $31.8 million in assets under management across 34 client accounts.
Its Form ADV indicates a focus on fundamental analysis and longer-term purchase strategies, using sources such as financial newspapers, annual reports and third-party research to inform investment decisions. The firm offers ongoing investment supervisory services and regular account oversight rather than one-time consultations.
Notably, Balopole issues a periodical or newsletter available by subscription, a service that is uncommon among independent solo advisers. The combination of a small client roster and a subscription publication suggests the firm places an emphasis on written communication as part of its client service approach.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Fee options
Main office location
Balopole Investment Management Corporation
1611 Borel Pl, Suite 1
San Mateo CA 94402, United States
Number of offices
1
Most active in
Balopole Investment Management Corporation has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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