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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 |
More Retirement Planning firms in Coral Gables, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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