| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Arthur Lucier Control | Managing Director | Under 5% | 2022 |
| Balanz Holdings US LLC Control | Sole Member | Over 75% | 2021 |
| Marc A Morell Control | Cco | Under 5% | 2023 |
Balanz Advisors LLC reports $165.3 million in regulatory assets under management on its Form ADV.
Balanz Advisors LLC reports 5 employees.
Balanz Advisors LLC is based in Coral Gables, FL and has been SEC-registered since 2022.
Balanz Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2811 Ponce de Leon Blvd., Suite 710, Coral Gables, FL 33134 |
| Phone | 786 292-7009 |
| Fax | 786 292-7009 |
| Office hours | 9a.m. To 6p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $20.4M |
| Non-discretionary | $144.9M |
| Total (RAUM) | $165.3M |