Balanz Capital USA LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
12
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 organized as a limited liability company and appears to have completed SEC registration in 2024. Public data classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The record indicates the firm is not designated as a multi-state adviser, is not flagged as a capital allocator, and is not identified as an active ESG investor or a pension consultant. The available profile does not provide details about advisory services, fee schedules, or target client segments.

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 12
  • Philippe Gonzales

    Philippe Gonzales

    CCOCRD 5667179

  • Eric Simon

    Eric Simon

    Investment Advisor RepresentativeCRD 7678094

  • Fernando Lanus

    Fernando Lanus

    Registered RepresentativeCRD 8123170

Unlock 9 more contacts

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