Chief Financial Officer/treasurer/secretary · Fenimore Asset Management, Inc.
Michael F. Balboa
CRD 6635684 · Named on Form ADV at one SEC-registered adviser
At a glance
Fenimore Asset Management, Inc., an SEC-registered asset manager based in Cobleskill, NY with $5.4 billion in regulatory assets, lists Michael F. Balboa on its Form ADV as Chief Financial Officer/treasurer/secretary, a control person.
Firms and roles
- Fenimore Asset Management, Inc.Chief Financial Officer/treasurer/secretaryAsset manager · Cobleskill, NY · $5.4B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Thomas O. PutnamExecutive Chairman, Director, Fenimore Asset Management, Inc.
- Patricia A. PutnamVice President, Director, Fenimore Asset Management, Inc.
- Anne B. PutnamChief Executive Officer, Fenimore Asset Management, Inc.
- Christian A. SnyderPresident & Chief Compliance Officer, Fenimore Asset Management, Inc.
- Paul C. HoganPortfolio Manager, Fenimore Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.