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Balfoure Patrick Brenes

Aire Advisors, LLC

Beverly Hills, CA

CRD 6019811

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Employer firm

Aire Advisors, LLC CRD 307450

$1.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Aire Advisors, Llc

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-30
  • CA RA
    APPROVED
    Since 2021-04-30

Branch Locations

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 09/2012 04/2021
Bank Of America, N.A. Beverly Hills CA 10/2012 04/2021
Aire Advisors, Llc Beverly Hills CA 04/2021 Present
Previous Registrations
Other Businesses

I*135572 For profit or not for profit: For-Profit Organization Name of outside business organization: 4TUN801 LLC Investment related: N Address of business: Valley Village, California 91607 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 12/24/2020 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The purpose of the 4TUN801 LLC is to purchase raw land. I am the sole member of the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-13
  • S66 Uniform Combined State Law Examination
    2012-04-13

View on SEC IAPD

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