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Balanced Investment Advisors
BALANCED INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in Cedar Rapids, IA. The firm manages approximately $49 million in regulatory assets.
Balanced Investment Advisors
BALANCED INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in Cedar Rapids, IA. The firm manages approximately $49 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What regulatory status does Balanced Investment Advisors hold?
Balanced Investment Advisors is registered as an investment advisor with the SEC or relevant state authority, indicating adherence to fiduciary standards. This registration requires the firm to act in clients' best interests and disclose material conflicts of interest (per SEC/state filings, public record).
Is balanced Investment Advisors connected to any larger financial institution?
No public information connects Balanced Investment Advisors to a larger parent company or financial institution. The firm appears to operate independently as a standalone RIA (public record).
What types of clients does Balanced Investment Advisors likely serve?
As an RIA, Balanced Investment Advisors may serve high-net-worth individuals, families, or institutional clients, but client types are not disclosed. The firm's name and regulatory status are compatible with a multi-family office or wealth management practice, though no confirmation exists (Altss estimate).
What investment strategy does the firm's name imply?
The name 'Balanced Investment Advisors' suggests a multi-asset approach that balances growth and income, likely combining stocks, bonds, and possibly alternatives. Balanced strategies typically target long-term capital appreciation with moderate risk, but the firm's actual strategy is unconfirmed (Altss estimate).
How can I verify the firm's registration and regulatory history?
You can check the SEC's Investment Adviser Public Disclosure (IAPD) website or the state securities regulator for filings under 'Balanced Investment Advisors, LLC'. These filings include Form ADV, which may contain information on assets under management, fees, and disciplinary history (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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