BALANZ ADVISORS LLC
Doing business as BALANZ. SEC Form ADV profile.
Total regulatory AUM
$152,608,123
Discretionary
$29,609,162
Non-discretionary
$122,998,961
Firm details
- CRD number
- 322263
- SEC file number
- 801-126818
- Main office
- CORAL GABLES, FL, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://balanz.us
- Fee structure
-
Percentage of AUM Performance-based
As of November 2026.