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Balanz Advisors LLC

EST. AUM
$152,608,123

CONTACTS
1

CLIENT ACCOUNTS
66

Firm Details

Metro area Miami
CRD Number 322263
Website balanz.us
Client types

Overview

Balanz USA is a wealth management firm that focuses exclusively on global wealth advisory through a digital-first experience. As an independent, solution-driven firm, it provides high-net-worth individuals, trusts, family offices, and institutions with personalized attention and customized investment solutions. The organization operates with a principal place of business in Coral Gables, Florida, and is part of the broader Balanz Group, which has a presence in Argentina, the United Kingdom, Uruguay, and Panama. The firm emphasizes the use of technology and human capital to manage generational wealth needs while fostering a culture of ownership and independence for its advisors.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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