Balanz
Balanz is an SEC-registered ria in Coral Gables, FL with $152.6M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Balanz: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322263, SEC 801-126818, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $152.6M (2026-04-02)
- Firm type
- Ria
- Location
- Coral Gables, FL
- Employees
- 11
- Clients
- 65
- CRD
- 322263
- Ownership
- LUCIER, ALFRED, ARTHUR; BALANZ HOLDINGS US LLC; Morell, Marc, A; GENDLER, GABRIEL, ENRIQUE; BALANZ CAPITAL GROUP S.A.
How much AUM does Balanz have?
Balanz reported $152.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Balanz?
Disclosed owners and executives of Balanz include LUCIER, ALFRED, ARTHUR, BALANZ HOLDINGS US LLC, Morell, Marc, A, GENDLER, GABRIEL, ENRIQUE, BALANZ CAPITAL GROUP S.A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.