Enedina
Grijalva

Balboa Wealth Partners, Inc

CRD#7196479
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Enedina Grijalva is a financial advisor operating in Scottsdale, Arizona with 1 year of industry experience. Grijalva is on the advisory team at Balboa Wealth Partners, Inc. During their career, Grijalva has held roles at First Financial Equity Corporation, Wild Orchids Salon, Finish Line, Shasa Corp and Balboa Wealth Partners, Inc. Grijalva maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona. Balboa Wealth Partners, Inc is an advisory firm operating out of Scottsdale, AZ. The firm has offices in 10 locations and a total of 30 employees. It controls $469 million in total assets across its 1,684 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 1,684 customer accounts, 16% belong to high-net-worth clients who have more than $1 million in assets. Balboa Wealth Partners, Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on the type of financial services provided. However, fee types charged by Balboa Wealth Partners, Inc most likely include asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees

Office Location

6263 North Scottsdale Road Suite 265
Scottsdale, AZ 85250

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Balboa Wealth Partners, Inc Brokerage Details

Total Assets Under Management

$469,070,563

AZ Average: $1,555,372,352
Total Number of Employees

30

AZ Average: 37
Total Number of Accounts

1,684

AZ Average: 1,370
Average Account Size

$278,545

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Enedina Grijalva Work History

Enedina has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Balboa Wealth Partners, Inc

2017 - Present (7 years)

Wild Orchids Salon

2019 - 2022 (3 years)

First Financial Equity Corporation

2015 - 2015 (< 1 year)

Finish Line

2013 - 2014 (1 year)

Shasa Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Enedina Grijalva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Balboa Wealth Partners, Inc

Enedina Grijalva
Scottsdale, AZ
Richard Brydges
La Jolla, CA
John Vilina
Mission Viejo, CA
Ian Crawford
Scottsdale, AZ
Jeremy Tate
Newport Beach, CA
Jake Frankel
Brooklyn, NY
Kozen Tsukamoto
Scottsdale, AZ
Gregory Hermes
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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