CRD: 135621
Balopole Investment Management Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2000
- Office Locations
- 1
Office Locations
About Balopole Investment Management Corporation
Balopole Investment Management Corporation is an investment advisory firm serving retail clients with investment management and financial planning, including retirement plan optimization, estate planning, and stock option planning. Founded in 2000, BIMC builds diversified portfolios tailored to each client and follows a fundamental value approach, performing its own equity research and security selection.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT JOSEPH BALOPOLE
Financial Advisor, General Partner, President
- CRD
- #4973734
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,777,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,777,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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