BALANCE CASH MANAGEMENT INC.

RIASEC RegisteredEst. 2025

Total AUM

$11.6M

Discretionary

$11.6M

100% of AUM

Avg account

$223K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 333867
Registered since: January 23, 2025
Custodians: APEX CLEARING CORPORATION, BIVO FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Balance Cash Management Inc. is a corporate SEC-registered adviser that works primarily with institutional clients. FINTRX lists its advisory activities as portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges either a percentage of assets under management or fixed fees. It is recorded as having been SEC-registered in 2025, and ownership is indicated as a mix of a domestic entity and an individual. FINTRX flags the firm as not an active ESG investor, not a multi-state adviser, and not a pension consultant.