Balanz
26yrs
Top advisor by experience at Balanz
Balanz
Coral Gables, FL. Legal name: Balanz Advisors LLC
About the firm
A registered investment advisory firm based in Coral Gables, Florida. It manages about $153 million for roughly 63 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; A share of investment gains
Typical client size ?$857,580
Assets under management ?$153 million
Individual clients63
Median years of experience4
FoundedNot stated
Services
Investment management for individuals and small businessesInvestment management for businesses and institutions
Advisors at Balanz
8Advisors
4Median years of experience
1States with offices
–Offices
Also known as
Balanz USA · Balanz Advisors LLC · Balanz Advisors
About Balanz
How do I contact Balanz?
Call the main office at (786) 292-7009. The main office is at 2811 Ponce DE Leon Blvd. Suite 710, Coral Gables, FL 33134.
How is Balanz paid?
The firm reports being paid by a percentage of the assets they manage, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Balanz offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions.
How many advisors work at Balanz?
We list 8 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.