Balanz
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 322263
- SEC number
- 801-126818
- Firm type
- RIA
- Assets under management
- $152.6M as of Apr 2, 2026
- Website
- balanz.us ↗
- Phone
- 786 292-7009
- Address
- 2811 Ponce De Leon Blvd., Coral Gables, FL, 33134
Advisors at this firm
7 in our index · page 1 of 1
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Kevin Ives BarrosCRD 7884646 · Coral Gables, FLIA RegisteredBroker
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Diego Fernando DazaCRD 6156494 · Coral Gables, FLIA RegisteredBroker
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John DebritoCRD 7367627 · Coral Gables, FLIA RegisteredBroker
-
Federico Eduardo Francia TelescaCRD 7246608 · Coral Gables, FLIA RegisteredBroker
-
Fernando Jose LanusCRD 8123170 · Coral Gables, FLIA RegisteredBroker
-
Christopher Jason SheaCRD 4204308 · Coral Gables, FLIA RegisteredBrokerDisclosure event(s) on record
-
Eric Ramon SimonCRD 7678094 · Coral Gables, FLIA RegisteredBroker
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 322263 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.