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 organized as a limited liability company and appears to have completed SEC registration in 2024. Public data classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The record indicates the firm is not designated as a multi-state adviser, is not flagged as a capital allocator, and is not identified as an active ESG investor or a pension consultant. The available profile does not provide details about advisory services, fee schedules, or target client segments.
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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