Balanz Advisors LLC
● SEC registered since 2022CRD 322263SEC# 801-126818Coral Gables, FL
Reg. AUM
$152.6M
Employees
11
Accounts
66
Location
Coral Gables, FL
Balanz Advisors LLC assets under management
Balanz Advisors LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2022. It reports $152.6 million in regulatory assets under management and employs 11 people.
Balanz Advisors LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Arthur Lucier Control | Ceo/Managing Director | Under 5% | 2022 |
| Balanz Holdings US LLC Control | Sole Member | Over 75% | 2021 |
| Philippe Roger Gonzales Control | Cco | Under 5% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Balanz Advisors LLC manage?
Balanz Advisors LLC reports $152.6 million in regulatory assets under management on its Form ADV.
How many employees does Balanz Advisors LLC have?
Balanz Advisors LLC reports 11 employees.
Where is Balanz Advisors LLC located?
Balanz Advisors LLC is based in Coral Gables, FL and has been SEC-registered since 2022.
Does Balanz Advisors LLC disclose fund performance?
Balanz Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2811 Ponce de Leon Blvd., Suite 710, Coral Gables, FL 33134 |
| Phone | 786 292-7009 |
| Fax | 786 292-7009 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.6M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$152.6Mregulatory AUM
Discretionary $29.6MNon-discretionary $123M