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| Happy Holidays!! thanks for using AUM13F!! |
| Balanz Advisors LLC
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|---|---|
| CRD # | 322263 |
| SEC # | 801-126818 |
| CIK # | |
| AUM | $165.3 M (2025-03-19) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 786-687-4066 |
| Address | 2811 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 8.2 |
| (b) Individuals (high net worth individuals) | 34 | 36.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 118.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 165.3 |
| By Discretionary | ||
| Discretionary | 20 | 20.4 |
| Non-Discretionary | 44 | 144.9 |
| Total | 64 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 122.1 | |
| United States Persons | 43.2 | |
| Total | 64 | 165.3 |
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|---|---|---|
|
Sage Hill Capital LLC
✚
|
MI | 0.2 |
|
Crawford Gregory Jason
✚
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CA | 0.2 |
|
Maxele Advisors LLC
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MO | 0.2 |
|
Constant Guidance Financial LLC
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MA | 0.2 |
|
Aviator Financial Consulting LLC
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TX | 0.2 |
|
SK Advisor Network LLC
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TX | 0.2 |
|
Pomona Wealth Management LLC
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|
WA | 0.2 |
|
Lifetime Wealth Management LLC
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|
0.2 | |
|
Innis Investments LLC
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|
0.2 | |
|
T2 Asset Management LLC
✚
|
IL | 0.2 |