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 in public filings as an SEC-registered adviser (registration year: 2024). Ownership is identified as a mix of a domestic entity and individual ownership; the firm is not placed into a standard adviser classification in the available data. The firm is not flagged as a capital allocator, nor as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the source. The database contains no supplied details about the firm’s client segments, fee schedules, specific advisory activities, or broader business operations.
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
Christopher Shea
Managing Director & Wealth AdvisorCRD 4204308

Philippe Gonzales
CCOCRD 5667179
Robert Gilman
FinOpCRD 1738412
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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