Balfour Capital

  • Investment Bank/Securities Brokerage
  • Brighton NY
  • 4 employees
  • Investment Management
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Company Overview

Headquarters
10 Highland Heights, Brighton NY
Website
balfourcapitalmgmt.com
Employees
4
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$1B

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Who is Balfour Capital

Balfour Capital is a small investment management firm based in Brighton, New York. With fewer than five employees, Balfour Capital specializes in providing retirement planning solutions for self-employed individuals, entrepreneurs, and small business owners. The company focuses on establishing and managing retirement plans for smaller companies, accommodating plans with one to one hundred participants. Balfour Capital offers self-directed managed participant accounts, utilizing model portfolios tailored to each participant's individual retirement goals and risk tolerance. Balfour Capital emphasizes maximizing retirement contributions while minimizing current tax liabilities for their clients. They strive to create customized retirement plans that meet the specific needs of each individual or small business. For more information about Balfour Capital and their retirement planning services, visit their website at balfourcapitalmgmt.com.

Balfour Capital Industry Tags

Wealth Advisory
Investment Management
Retirement Plan Consulting
401k Plans
Individual 401k Plans
SEP IRA
Cash Balance Plans
Adviser Managed Portfolios
Tax Managed Accounts
Socially Responsible Investing
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FAQ

What is the location of Balfour Capital's headquarters?
The headquarters of Balfour Capital are situated at 10 Highland Heights, Brighton NY
What is Balfour Capital's official website?
The official website of Balfour Capital can be found at balfourcapitalmgmt.com.
What is Balfour Capital's current revenue?
As of February 2019, Balfour Capital's annual revenue reached $1B.
How many employees does Balfour Capital currently have?
Balfour Capital employs approximately 4+ people as of February 2019
Which industries is Balfour Capital primarily operating in?
Balfour Capital operates in the following industries: Investment Management
What are Balfour Capital's industry tags?
Balfour Capital's industry tags include: Wealth Advisory, Investment Management, Retirement Plan Consulting

Employee Directory

Key Employees

Ziad Wehbe

Managing Director

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