Claim Profile
JP

Jorge A. Piedrahita

BALANZ ADVISORS LLC·MIAMI, Florida
Unclaimed Profile
1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2454745Firm CRD# 322263
01

About

Jorge A. Piedrahita is a registered financial advisor based in MIAMI, 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
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2454745
Firm CRD# 322263
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Jorge A. Piedrahita offer?
Jorge A. Piedrahita specializes in Investment Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Jorge A. Piedrahita's credentials?
Jorge A. Piedrahita is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jorge A. Piedrahita located?
Jorge A. Piedrahita is based in MIAMI, Florida, working with BALANZ ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jorge A. Piedrahita charge for services?
Jorge A. Piedrahita'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →