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BALANZ
BALANZ ADVISORS LLC
CRD 322263 · SEC 801-126818
2811 PONCE DE LEON BLVD., SUITE 710, CORAL GABLES, FL, 33134, United States
Phone
786 292-7009
Fax
786 292-7009
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.6M
Discretionary AUM
$29.6M
Team
11 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $7.6M |
| High net worth individuals | 32 | $46.4M |
| Other investment advisers | 1 | $98.2M |
| Corporations/business entities | 2 | $337K |
States served
MA, NJ, NY, SC, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD