BALANZ

Coral Gables, United States · CRD 322263

SEC-registered investment adviser since 2022 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$152.6m
Main clients (by assets)Other advisers 64%, High net worth individuals 30%, Individuals 5%
Websitebalanz.us
Form ADV · 2026-04-02SEC adviser record

Others nearbyMiami, FL

As an employer

Staff (Form ADV)11 · 4 in investment roles
Offices in1 country