BALANZ ADVISORS LLC
Legal name: BALANZ
CRD #322263 SEC #801-126818 CORAL GABLES, FL 786 687-4066
SEC Registered
Total AUM
$165.3M
Discretionary
$20.4M
Employees
5
Clients
--
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $165.3M | $20.4M | $144.9M | 5 | 0 |
| Mar 2025 | $165.3M | $20.4M | $144.9M | 5 | 0 |
| Mar 2024 | $265.9M | $0 | $265.9M | 9 | 0 |
| Oct 2023 | $139.9M | $139.9M | $0 | 5 | 0 |
| Sep 2023 | $139.9M | $139.9M | $0 | 5 | 0 |
| Apr 2023 | $121.2M | $121.2M | $0 | 5 | 0 |
| Apr 2023 | $121.2M | $121.2M | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
| Oct 2022 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$165.3M
Discretionary$20.4M
Non-Disc.$144.9M
Employees5
Clients0
DateMar 2025
Total AUM$165.3M
Discretionary$20.4M
Non-Disc.$144.9M
Employees5
Clients0
DateMar 2024
Total AUM$265.9M
Discretionary$0
Non-Disc.$265.9M
Employees9
Clients0
DateOct 2023
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0