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BALANCE CASH MANAGEMENT INC.

CRD 333867 · SEC 801-131620

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124 OTSEGO AVE., SAN FRANCISCO, CA, 94112, United States

Phone

916 205 9676

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.6M

Discretionary AUM

$11.6M

Team

10 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-29

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Corporations/business entities52$11.6M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD