Balanced Security Planning, Inc.
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 4038
- Registered since
- June 26, 1969
- Website
- balancedsecurityplanning.com
Firm profile
FINTRXOverview
Balanced Security Planning, Inc. is a corporation that has been SEC-registered since 1969. The firm's ownership is listed as a mix of a domestic entity and an individual. The snapshot classifies the firm as "Unclassified" and indicates it does not act as a capital allocator. The profile flags several service-type attributes as negative: it is not identified as an active ESG investor, not a pension consultant, not a related adviser, and is not newly formed. The snapshot also marks the firm as not a multi-state adviser.
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
Christian Canzone
Wealth AdvisorCRD 7307976
Peter Lam
Director of OperationsCRD 2577814
Sherry Kim
Associate Vice PresidentCRD 3066012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 4701 Teller Ave
- Time zone
- PT (UTC-8)
- Office locations
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