|
⚲
|
| Balanz Advisors LLC
✚
| |
|---|---|
| CRD # | 322263 |
| SEC # | 801-126818 |
| CIK # | |
| AUM | $265.9 MM (2024-03-13) |
| Employees | 9 (33% Investors, 22% Brokers) |
| Phone | 786-687-4066 |
| Address | 2811 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 7.7 |
| (b) Individuals (high net worth individuals) | 25 | 27.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 124.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 107.1 |
| (n) Other | 0 | 0.0 |
| Total | 62 | 265.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 62 | 265.9 |
| Total | 62 | 265.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 124.9 | |
| United States Persons | 141.1 | |
| Total | 62 | 265.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vestura LLC
✚
|
WI | 0.3 |
|
Slagle Financial LLC
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IL | 0.3 |
|
Southwest Investment Advisors Inc
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AZ | 0.3 |
|
TSA Wealth Management LLC
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|
TX | 0.3 |
|
Schuchard Capital Management Inc
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|
MI | 0.3 |
|
Peachtree Investment Partners LLC
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|
Victoria Capital Management Inc
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|
SC | 0.3 |
|
Arcadia Investment Advisors LLC
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|
ID | 0.3 |
|
Royal Harbor Partners LLC
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|
TX | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |