BALBOA WEALTH PARTNERS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
36,861
Total plan assets
$32.7B
Filings (rows)
3
Direct comp
$67K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Other1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $38K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $23K |
| GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 2,800 | $1.5B | $5K |