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 is listed in FINTRX as having domestic ownership structure (Domestic Entity | Individual). The database classifies the firm as "Unclassified" and does not identify it as a capital allocator or a pension consultant. FINTRX flags the firm as not active on ESG investing and not operating as a multi-state adviser. There are no advisory activities, business activity descriptions, or affiliations provided in the available record. The entry contains limited public detail about the firm’s advisory model, client segments, or investment approach. Because the firm has not disclosed activities or affiliations in the source data, there is no basis in the profile to describe target client types, fee structures, or portfolio construction methods.
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 13
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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