Balfoure
Brenes

Aire Advisors, LLC

CRD#6019811
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Balfoure Brenes is a financial advisor working in Beverly Hills, California, who has 2 years of industry experience. Brenes is an employee of Aire Advisors, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Aire Advisors, LLC. Brenes holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Aire Advisors, LLC is a registered investment company that has its headquarters in Beverly Hills, CA. It controls $640 million in total assets across its 2,013 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 2,013 accounts, 80% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely are based on the services provided. Fees billed by Aire Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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, Fixed Fees

Office Location

9350 Wilshire Blvd Suite 200
Beverly Hills, CA 90212

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Aire Advisors, LLC Brokerage Details

Total Assets Under Management

$640,111,279

CA Average: $7,578,581,321
Total Number of Employees

11

CA Average: 43
Total Number of Accounts

2,013

CA Average: 3,727
Average Account Size

$317,989

CA Average: $2,033,427

Investment Advisory Services

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

Balfoure Brenes Work History

Balfoure has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Aire Advisors, LLC

2012 - 2021 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2021 (9 years)

Bank Of America, N.A

*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 Balfoure Brenes 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 Aire Advisors, LLC

James Naify
Beverly Hills, CA
Tameron Keyes
Beverly Hills, CA
Balfoure Brenes
Beverly Hills, CA
Philip Fessler
Beverly Hills, CA
Kristina Downing
Beverly Hills, CA
Amir Monsefi
Beverly Hills, CA
Simone Liu
Beverly Hills, CA
Sharon Nassir
Beverly Hills, CA

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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