BALANZ ADVISORS LLC

BALANZ
CORAL GABLES, Florida·5 registered advisors·CRD# 322263
SEC# 801-1268180786 687-4066
01

Firm Overview

AUM
$266M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at BALANZ ADVISORS LLC

5 registered advisors
Alfred Arthur Lucier
CORAL GABLES, Florida
Gabriel Enrique Gendler
CORAL GABLES, Florida
Jorge A. Piedrahita
MIAMI, Florida
Marc A Morell
CORAL GABLES, Florida
Richard Leo Ganter
CORAL GABLES, Florida
05

Office Locations

CORAL GABLES, Florida
4 advisors
MIAMI, Florida
1 advisor

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Data sourced from SEC Form ADV filings. BALANZ ADVISORS LLC (CRD# 322263) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.