Balarie Hanlon, Inc. (Huntington Beach)


Balarie Hanlon, Inc. is a large advisory firm based in Huntington Beach. It manages $1.49 billion of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, Massachusetts, and New Jersey.

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Balarie Hanlon provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Balarie Hanlon: assets under management

The assets under management (AUM) of Balarie Hanlon, Inc. is $1.49 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts and $1.46 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $183.04 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Balarie Hanlon, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Huntington Beach

The principal office where Balarie Hanlon, Inc. performs its advisory services is located at 17011 Beach Blvd., Huntington Beach, CA 92647, which is also the mailing address of the firm. An additional office of the firm is in Colts Neck, NJ. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 714-960-0302 or by fax 714-960-0363. The normal business hours are 6:30-4:00 on Monday - Friday. You can find more information about the New York firm at www.deltaga.com.