Balanz Capital USA LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Coral Gables, Florida
CRD number
325914
Registered since
October 3, 2024

Firm profile

FINTRX

Overview

Balanz Capital USA LLC is organized as a limited liability company and is listed in FINTRX as having domestic ownership structure (Domestic Entity | Individual). The database classifies the firm as "Unclassified" and does not identify it as a capital allocator or a pension consultant. FINTRX flags the firm as not active on ESG investing and not operating as a multi-state adviser. There are no advisory activities, business activity descriptions, or affiliations provided in the available record. The entry contains limited public detail about the firm’s advisory model, client segments, or investment approach. Because the firm has not disclosed activities or affiliations in the source data, there is no basis in the profile to describe target client types, fee structures, or portfolio construction methods.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Christopher Shea

    Christopher Shea

    Managing Director & Wealth AdvisorCRD 4204308

  • Philippe Gonzales

    Philippe Gonzales

    CCOCRD 5667179

  • Robert Gilman

    FinOpCRD 1738412

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2811 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth