Balanz Capital USA LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
13
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 an LLC that registered with the SEC in 2024. Filings classify the firm as unclassified and list its ownership as a mix of a domestic entity and an individual. The firm is not marked as a capital allocator, not active on ESG investing, and is not listed as a multi-state adviser, pension consultant, or related adviser. Disclosure in the available dataset is minimal: the firm has not reported its advisory activities, client types, fee model, or investment policies in the provided record. That limited reporting makes it difficult to assess the firm’s target market, core services, or investment positioning from this source alone.

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 13
  • Christopher Shea

    Christopher Shea

    Managing Director & Wealth AdvisorCRD 4204308

  • Philippe Gonzales

    Philippe Gonzales

    CCOCRD 5667179

  • Robert Gilman

    FinOpCRD 1738412

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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