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 in public filings as an SEC-registered adviser (registration year: 2024). Ownership is identified as a mix of a domestic entity and individual ownership; the firm is not placed into a standard adviser classification in the available data. The firm is not flagged as a capital allocator, nor as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the source. The database contains no supplied details about the firm’s client segments, fee schedules, specific advisory activities, or broader business operations.

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
  • Christopher Shea

    Christopher Shea

    Managing Director & Wealth AdvisorCRD 4204308

  • Philippe Gonzales

    Philippe Gonzales

    CCOCRD 5667179

  • Robert Gilman

    FinOpCRD 1738412

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