Investment adviser · CRD 322263
BALANZ
Investment adviser filing (IA)
BALANZ ADVISORS LLC
CORAL GABLES, FL, United States · Form ADV filed Apr 2, 2026
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 66 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $98,244,019 | 64.4% |
| High-net-worth individuals | 32 | $46,405,081 | 30.4% |
| Individuals | 31 | $7,622,458 | 5.0% |
| Corporations & businesses | 2 | $336,565 | 0.2% |
Filing source
Form ADV 2091457 · Apr 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 2, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
2811 PONCE DE LEON BLVD., SUITE 710CORAL GABLES, FL, 33134, United States
CRD 322263
Filing source
Form ADV 2091457 · Apr 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.