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 with ownership that includes a domestic entity and an individual. The firm's public filing classifies it as "Unclassified" and provides very limited detail about its business model or client focus. The record does not include descriptions of advisory services, fee schedules, target client profiles, or investment strategy. Available metadata flags several areas where the firm has indicated negative responses: it is not designated as a capital allocator, it does not identify as an active ESG investor, it is not registered as a multistate adviser, it is not listed as newly formed, and it does not identify as a pension consultant or related adviser. Beyond those binary attributes, the firm has not supplied narrative material about its activities or affiliations.

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

Owners & executives

FINTRX

Contacts

FINTRX

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