Balboa Wealth Partners Email Formats

Financial Services • Newport Beach, California, United States • 21-50 Employees

Balboa Wealth Partners Email Formats

Balboa Wealth Partners uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@balboawealth.com), used 64.3% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@balboawealth.com	64.3%
{first initial}{last name}	jdoe@balboawealth.com	28.6%
{last name}{last name}	doedoe@balboawealth.com	7.1%

Key Contacts at Balboa Wealth Partners

Alexander Aretakis

Managing Director

Jeff Gilbert

Ceo / Founding Partner

Joseph Ganino

Managing Director- The Gruetzmacher Group

Gregory Hermes

Managing Director

David Mowad

Managing Director

Patrick Brazell

Service Director-The Gruetzmacher Group

Company overview

Headquarters	140 Newport Center Drive, Suite 200, Newport Beach, CA 92660, US
Phone number	+11482260786
Website	balboawealth.com
NAICS	52
SIC	628
Founded	2015
Employees	21-50
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About Balboa Wealth Partners

Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients. A truly holistic financial management experience providing guidance today for tomorrow’s success. Balboa Wealth Partners is a registered investment advisor. Balboa Wealth provides investment advisory and related services for clients nationally. Balboa Wealth will maintain all applicable registration and licenses required by the various states in which it conducts business. For additional information, please visit our website at www.balboawealth.com

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite

Entry

Vice President

Employees by Department

Balboa Wealth Partners has 14 employees across 4 departments.

Departments

Number of employees

Funding Data

Balboa Wealth Partners has never raised funding before.

Balboa Wealth Partners Tech Stack

Discover the technologies and tools that power Balboa Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

WooCommerce

Ecommerce

jQuery

JavaScript libraries

Underscore.js

JavaScript libraries

GoDaddy

Hosting

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

All in One SEO Pack

SEO

HSTS

Security

WordPress

Blogs

Frequently asked questions

Balboa Wealth Partners is located in Newport Beach, California, US.

You can reach Balboa Wealth Partners at +11482260786.

Balboa Wealth Partners was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Balboa Wealth Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Balboa Wealth Partners

Alexander Aretakis

Managing Director

Jeff Gilbert

Ceo / Founding Partner

Joseph Ganino

Managing Director- The Gruetzmacher Group

Gregory Hermes

Managing Director

David Mowad

Managing Director

Patrick Brazell