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Octavio Bernardez

BALANZ ADVISORS LLC·CORAL GABLES, Florida
Unclaimed Profile
2811 PONCE DE LEON BLVD., CORAL GABLES, FL 33134CRD# 6071604Firm CRD# 322263
01

About

Octavio Bernardez is a registered financial advisor based in CORAL GABLES, Florida, affiliated with BALANZ ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BALANZ ADVISORS LLC
BALANZ
AUM
$266M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BALANZ ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6071604
Firm CRD# 322263
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Octavio Bernardez offer?
Octavio Bernardez specializes in Investment Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Octavio Bernardez's credentials?
Octavio Bernardez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Octavio Bernardez located?
Octavio Bernardez is based in CORAL GABLES, Florida, working with BALANZ ADVISORS LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Octavio Bernardez charge for services?
Octavio Bernardez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALANZ ADVISORS LLC?
BALANZ ADVISORS LLC has approximately 9 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALANZ ADVISORS LLC

Richard Leo Ganter
CORAL GABLES, FL
Alfred Arthur Lucier
CORAL GABLES, FL
Claudio Federico Porcel
CORAL GABLES, FL
Gabriel Enrique Gendler
CORAL GABLES, FL
Isabel Noemi Pita
CORAL GABLES, FL
Jorge A. Piedrahita
MIAMI, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in FloridaNational Fee Analysis
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