BALANZ

2811 Ponce De Leon Blvd.
Suite 710
Coral Gables, Florida 33134
Tel: 786 687-4066

About BALANZ

BALANZ, formally registered with the SEC as BALANZ. The firm was established in 11/02/2022. They have over 1 offices throughout the country.

BALANZ is a Coral Gables, Florida based Financial Planning firm with nearly $265,936,792 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322263
SEC#	801-126818
Assets Managed by Firm	$265,936,792
No. of Clients	62
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	62	$265,936,792
Individuals (other than high net worth individuals)	29	$7,718,087
High net worth individuals	25	$27,142,935
Other investment advisers	1	$123,978,928
Corporations or other businesses	7	$107,096,842

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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