PPrivate Fund Data Log in Join · $37/mo

Marc A Morell

CcoBalanz Advisors LLCCRD 2566724

About Marc A Morell

Marc A Morell is listed as Cco at Balanz Advisors LLC in Coral Gables, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Balanz Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Marc A Morell work?

Marc A Morell is listed as Cco at Balanz Advisors LLC on SEC Form ADV.

How much of Balanz Advisors LLC does Marc A Morell own?

Form ADV reports a beneficial ownership band of Under 5%.

Balanz Advisors LLC

TitleCco
OwnershipUnder 5%
Control personYes
Since2023