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CRD#: 325914
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BALANZ CAPITAL USA LLC Comes From
Understanding the Statistics for BALANZ CAPITAL USA LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134
Mailing Address
2811 Ponce De Leon Blvd Suite 710, Coral Gables, FL 33134
Firm Size
Small
Phone Number
(786) 687-4066
Established
Florida since 06/06/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BALANZ CAPITAL USA LLC
DD
Diego Fernando Daza
IAR
RR
CRD#: 6156494
Location:
Coral Gables, FL 33134
Company:
BALANZ
Disclosures:
Experience:
12 years
KB
Kevin Ives Barros
IAR
RR
CRD#: 7884646
Location:
Coral Gables, FL 33134
Company:
BALANZ
Disclosures:
Experience:
1 year
RG
Richard Leo Ganter
RR
CRD#: 1528266
Location:
Coral Gables, FL 33134
Company:
BALANZ CAPITAL USA LLC
Disclosures:
Experience:
39 years
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