← Back to search
BALANCED INVESTMENT ADVISORS, LLC
CRD 304976
ARMSTRONG CENTER 222 THIRD AVE SE, CEDAR RAPIDS,, IA, 52401, United States
Phone
319-242-6444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.3M
Discretionary AUM
$49.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $8.5M |
| High net worth individuals | 16 | $33.0M |
| Pension/profit sharing plans | 2 | $7.8M |
Official SEC filing: View on IAPD