Balance Financial Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 116586
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans99.13%
- Individuals0.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Balance Financial Services, Inc. is a small, privately owned corporate RIA that focuses on portfolio management for individual clients and small businesses. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory work is oriented toward managed portfolios rather than pension consulting or large-scale capital allocation. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities55%
- Other22%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1
Kevin Seibert
Managing DirectorCRD 1200692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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