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 a limited liability company that registered with the SEC in 2024. Ownership is listed as a mix of a domestic entity and an individual. Regulatory and business-classification fields are unclassified in the source data. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser. It is also not designated as a newly formed adviser in the provided records.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 12

Philippe Gonzales
CCOCRD 5667179
Eric Simon
Investment Advisor RepresentativeCRD 7678094
Fernando Lanus
Registered RepresentativeCRD 8123170

Unlock 9 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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

Similar firms

Invex, LLC

Coral Gables, FL

Bradesco Investments Inc.

Coral Gables, FL

Portfolio Resources Group, Inc.

Coral Gables, FL

Rainmaker Securities, LLC

Coral Gables, FL

Amerant Investments, Inc.

Coral Gables, FL

AUM $782MTEAM 35REPS 41

Guzman & Company

Coral Gables, FL

More Broker-Dealers in Coral Gables →All Florida Broker-Dealers →