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BALANZ ADVISORS LLC
BALANZ ADVISORS LLC
BALANZ
CORAL GABLES, Florida
·
9 registered advisors
·
CRD# 322263
SEC# 801-126818
0
786 687-4066
01
Firm Overview
AUM
$266M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BALANZ ADVISORS LLC
9 registered advisors
Alfred Arthur Lucier
CORAL GABLES, Florida
CRD# 2872941
Claudio Federico Porcel
CORAL GABLES, Florida
CRD# 7640837
Gabriel Enrique Gendler
CORAL GABLES, Florida
CRD# 4754607
Isabel Noemi Pita
CORAL GABLES, Florida
CRD# 7640839
Jorge A. Piedrahita
MIAMI, Florida
CRD# 2454745
Juan Carlos Bernardez
CORAL GABLES, Florida
CRD# 7640841
Marc A Morell
CORAL GABLES, Florida
CRD# 2566724
Octavio Bernardez
CORAL GABLES, Florida
CRD# 6071604
Richard Leo Ganter
CORAL GABLES, Florida
CRD# 1528266
05
Office Locations
CORAL GABLES, Florida
8 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
.