BALANCE INVESTMENTS

BALANCE INVESTMENTS is an SEC-registered investment adviser (CRD 173163). Regulatory assets under management: $2.8M.

Registration

• CRD: 173163
• Type: Registered investment adviser
• Phone: (980) 949-1949
• Latest filing: 2026-03-31
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search