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BALANSTONE, LLC
CRD 242796
275 GROVE STREET, SUITE 2-400, NEWTON, MA, 02466, United States
Phone
617-958-1490
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.8M
Discretionary AUM
$10.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)SUBADVISER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $325K |
| High net worth individuals | 6 | $10.5M |
All web addresses on file
Official SEC filing: View on IAPD