Balanz Capital USA LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 325914
- Registered since
- October 3, 2024
Firm profile
FINTRXOverview
Balanz Capital USA LLC is a limited liability company that registered with the SEC in 2024. The firm is owned by domestic entities and individuals and is listed in FINTRX as an unclassified adviser. Publicly available filings indicate the adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm has not supplied details about its business activities, advisory services, client segments, or investment strategy in the dataset provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12
Philippe Gonzales
CCOCRD 5667179
Eric Simon
Investment Advisor RepresentativeCRD 7678094
Fernando Lanus
Registered RepresentativeCRD 8123170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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