Balser Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 135788
- Website
- balserwealth.com
- Custodians
- SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.63%
- Individuals19.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Balser Wealth Management, LLC is a privately held limited liability company that serves individuals and families. Ownership is held by an individual principal. The firm bills clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements and provides portfolio management services to both individuals/small businesses and to businesses or institutions. Filings classify the adviser as unclassified; it is not flagged as a capital allocator, pension consultant, related adviser, or active ESG investor. The firm’s reported assets are managed on a discretionary basis.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds3%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Roger Balser
FounderCRD 1396245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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