BALANZ CAPITAL USA LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
12
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 registered with the SEC as of 2024. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Public filings classify the firm as unclassified and indicate it does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX’s record for Balanz Capital provides minimal operational detail: the firm has not disclosed business activities, advisory services, client segments, or fee structures in the data set.

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 12
  • PHILIPPE GONZALES

    CCOCRD 5667179

  • ERIC SIMON

    Investment Advisor RepresentativeCRD 7678094

  • FERNANDO LANUS

    Registered RepresentativeCRD 8123170

Unlock 9 more contacts

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