Balanz

Overview

Balanz is an SEC registered investment adviser based in Coral Gables, FL, registered since 2022. It reports $153M in assets under management across 66 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$153M

Discretionary

19%

Accounts

66

Average account

$2.3M

Employees

11

Advisory reps

8

Registered since

2022

Jurisdictions

8

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other Investment Advisors

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Alfred Arthur Lucier Chief Executive Officer, Managing Director CRD 2872941
• Philippe Roger Gonzales Chief Compliance Officer CRD 5667179

Advisory reps 3 of 8

• Kevin Ives Barros Registered Rep · Investment Adviser Rep CRD 7884646
• Diego Fernando Daza Registered Rep · Investment Adviser Rep CRD 6156494
• John Debrito Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7367627

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2811 Ponce de Leon Blvd Ste 710
Coral Gables, FL 33134

County

Miami-Dade

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: balanz.us

Every state, with registration dates

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