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 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
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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