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RIA · CRD 322263SEC-Registered

Updated:

BALANZ

BALANZ is an SEC-registered investment adviser in Coral Gables, FL, registered since 2022. The firm manages $153 million in assets, with $30 million on a...

Overview

BALANZ is an SEC-registered investment adviser in Coral Gables, FL, registered since 2022. The firm manages $153 million in assets, with $30 million on a discretionary basis. It has 11 employees and 4 investment advisers.

General information

Firm type

RIA

Location

Region

Latin America

Country

Brazil

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