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GOOD BALANCE FP LLC
CRD 324354
500 S SEPULVEDA BOULEVARD, SUITE 400, LOS ANGELES, CA, 90049, United States
Phone
(310) 881-6650
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.9M
Discretionary AUM
$33.9M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.1M |
| High net worth individuals | 15 | $31.8M |
All web addresses on file
Official SEC filing: View on IAPD